Wealth Advisor - Hightower Signature Wealth

Hightower Advisors • Philadelphia, PA

1d • Hybrid

About The Position

Hightower Signature Wealth is expanding its presence in the Philadelphia area and is looking for an experienced, client-centric, Wealth Advisor to support and enhance client relationships introduced through their business development efforts. This is a non-entry level role designed for a seasoned financial professional who thrives in complex planning environments, understands tax-aware investment strategies, and takes full ownership of client relationships to ensure a positive client experience and retention. The ideal candidate is a trusted advisor, relationship steward, and team player who is willing to do whatever it takes to ensure clients feel supported, understood, and confident in their long-term partnership with Hightower Signature Wealth. This role is designed for an advisor who views client relationships as a long-term franchise asset and takes personal accountability for retention, satisfaction, and outcomes. The position reports to the Director.

Requirements

• 5 or more years of continued licensed experience as a financial services professional
• Active security licenses (Series 65 or 66 required)
• One or more of the following credentials required: CFP®, CPA, CFA, and Juris Doctor (JD)
• Clean U4 compliance record
• Bachelor's degree required
• You will be required to be accepted into the SAN (Schwab Advisor Network) and WAS (Wealth Advisor Solutions) through successful background check
• The role is suited for advisors who already have spent several years managing complex client relationships independently and are now looking for a long-term, relationship-focused role within a growing team
• You are an experienced relationship manager with the judgment, confidence, and professionalism required to independently manage client relationships and deliver consistent client experiences.
• A deep commitment to client service, relationship ownership, and long-term retention.
• Strong interpersonal skills with the ability to build immediate credibility and trust with high-net-worth clients
• High emotional intelligence and the ability to uncover client motivations, priorities, and concerns
• Intellectual curiosity and comfort navigating complex financial, tax, and planning scenarios
• A team-first mindset with a strong work ethic and willingness to step in wherever needed to support clients and colleagues
• You will be required to be accepted into the SAN (Schwab Advisor Network) and WAS (Wealth Advisor Solutions) through successful background check
• You are a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• graduate-degree preferred
• Experience working with high-net-worth or ultra-high-net-worth clients strongly preferred

Responsibilities

• Assume full relationship ownership for clients onboarded through our custodial referral programs
• Serve as the primary relationship lead for assigned client relationships
• Develop and implement customized financial plans incorporating tax planning, investment strategy, estate considerations, retirement planning, and risk management
• Partner with internal investment, planning, tax resources to provide coordinated solutions
• Lead regular in-person and virtual client reviews, with a focus on long-term planning outcomes rather than short-term performance
• Serve as a trusted partner to clients navigating complex financial decisions
• Collaborate with referral partners, including CPA's, estate attorneys, to support holistic planning outcomes
• Maintain high client retention by proactively managing expectations, delivering consistent follow-through, and managing client outcomes
• Uphold all regulatory, compliance, and fiduciary responsibilities

Benefits

• medical insurance
• dental insurance
• vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• PTO plan
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

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