Wealth Advisor - Hightower Signature Wealth

Hightower Advisors • Dallas, TX

19h • Hybrid

About The Position

Hightower is a wealth management firm founded in 2008, providing investment, financial, and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations. We offer capital solutions, operational support services, and leverage our size and scale to empower a community of independent wealth advisors to grow their businesses and help clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). We are seeking an experienced Wealth Advisor who is a natural relationship builder with strong communication skills and a problem-solving mindset, thriving in a fast-paced, evolving organization. The ideal candidate is self-motivated, adept at managing client relationships, performs well under variable workloads, and is passionate about making a positive impact on clients' lives. This role reports to the Managing Director. Remote candidates are considered if located in Northern California or the Phoenix, AZ area.

Requirements

• Strong professional communication and interpersonal skills
• Self-motivated to manage a book of clients and provide an impeccable experience
• Ability to build immediate relationships with personnel and clients
• Strong EQ and ability to connect with clients on a deeper level to discover their true motivations and priorities
• Experience with financial planning concepts; experience delivering applicable advice and partnering with clients in implementing a financial plan
• Experience creating client relationships – through high retention rate, increased wallet share capture, and receiving referrals
• 5+ years of experience as a licensed financial services professional
• Bachelor's degree required
• Clean U4 Compliance Record
• CFP® certification or the ability to attain certification within 12 months
• Excellent quantitative, verbal, and written communication skills—can provide a concise investment thesis for a range of audiences (from portfolio manager to unsophisticated client)
• Knowledgeable in personal tax, asset management, financial planning, insurance, estate, and retirement planning
• Demonstrate analytical skills
• Team-oriented individual to support a growing advisory practice
• Experience with eMoney, Salesforce, and Tamarac
• Securities representative licenses (Series 65 or 66) - FINRA
• Must be accepted into the SAN (Schwab Advisor Network) through successful background check
• U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Responsibilities

• Maintain and expand existing client relationships, leading a first-class onboarding experience for new client relationships
• Develop and implement customized financial plans
• Conduct in-person portfolio and planning reviews
• Prepare investment proposals
• Collaborate with our referral partners
• Support our business development efforts
• Follow and have knowledge of regulatory requirements

Benefits

• Medical insurance coverage on the first day of employment
• Dental insurance coverage on the first day of employment
• Vision insurance coverage on the first day of employment
• 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: Senior