Wealth Advisor - Hightower Signature Wealth
About The Position
As a Wealth Advisor at Hightower Signature Wealth, you will serve as a trusted partner to high-net-worth individuals and families, helping them navigate complex financial decisions and achieve long-term goals. Working collaboratively with experienced advisors and client service professionals, you will lead client relationships, deliver comprehensive financial planning, and provide customized wealth management solutions. The role contributes to client retention, business development, and practice growth, and reports to senior leadership. The position may be based in either the Chicago or Oak Brook office, with travel between locations as needed to support client meetings. The work arrangement is in-office three days per week and work from home two days per week.
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 residence, or other unrestricted U.S. work authorization; must not require sponsorship now or in the future.
Responsibilities
- Serve as the primary relationship manager for clients, providing holistic financial guidance and an exceptional client experience.
- Build trusted relationships with high-net-worth individuals, families, executives, and business owners.
- Develop and deliver comprehensive financial plans covering retirement, investment, 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 to help 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 beginning 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.
- Employer HSA contributions.
- Student loan assistance.
- Pet insurance.
- Discretionary bonus.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
