Wealth Advisor - Hightower Signature Wealth, Valparaiso

Hightower • Valparaiso, IN

5d • $90,000 - $120,000 • Hybrid

About The Position

Hightower is a wealth management firm founded in 2008 that provides investment, financial, and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations. Based in Chicago, it operates as a registered investment advisor and supports a nationwide community of independent-minded wealth advisors.

The Wealth Advisor is a trusted partner to high-net-worth individuals and families, helping them navigate complex financial decisions and achieve long-term goals. Working with an experienced team of advisors and client service professionals, the advisor leads client relationships, delivers comprehensive financial planning, and provides customized wealth management solutions. The position reports to senior leadership and contributes to client retention, business development, and practice growth.

The role is the primary relationship manager for clients, providing holistic financial guidance and an exceptional client experience. The position is in-office four days per week, with one work-from-home day per week. Base salary is $90,000–$120,000, plus a discretionary bonus; the exact base salary depends on experience.

Requirements

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field.
• At least 5 years of experience in wealth management, financial planning, investment advisory, or financial services.
• CFP®, CFA®, CPA, or another relevant professional designation.
• Demonstrated experience growing client relationships.
• Knowledge of investment management, retirement planning, tax strategies, estate planning, and risk management concepts.
• Experience developing comprehensive financial planning recommendations and communicating them.
• Excellent interpersonal, presentation, and relationship management skills.
• Strong business development and networking skills, with a client-first mindset.
• Proficiency with financial planning software, CRM systems, and Microsoft Office Suite.
• FINRA Series 65 license or equivalent registration required, or ability to obtain it within a defined timeframe.
• U.S. citizenship, U.S. permanent residency, or other unrestricted U.S. work authorization; sponsorship must not be required now or in the future.

Responsibilities

• Build trusted relationships with high-net-worth individuals, families, executives, and business owners.
• Develop and deliver comprehensive financial plans covering retirement, investments, tax, estate, risk management, and cash flow planning.
• Lead client meetings and present tailored wealth management strategies aligned with client goals.
• Manage client investment portfolios and make recommendations based on investment goals, risk tolerance, and market conditions.
• Coordinate with attorneys, accountants, and other professional advisors to implement integrated planning strategies.
• Identify opportunities to deepen existing client relationships through additional planning and advisory services.
• Generate new business through referrals, networking, centers of influence, and prospect meetings.
• Stay informed about industry trends, market developments, and regulatory requirements relevant to clients.
• Ensure client activities and recommendations comply with firm policies and regulatory standards.
• Mentor and collaborate with Associate Wealth Advisors and support team members to deliver an outstanding client experience.

Benefits

• Medical, dental, and vision insurance coverage starting on the first day of employment.
• Paid parental leave: 16 weeks for a primary caregiver and 8 weeks for a secondary caregiver.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.
• One work-from-home day per week.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level