Wealth Advisor - Hightower Signature Wealth, Valparaiso

Hightower Advisors • Valparaiso, IN

4d • Hybrid

About The Position

Hightower Signature Wealth is seeking a Wealth Advisor to serve as a trusted partner to high-net-worth individuals and families. Working with experienced advisors and client service professionals, the Wealth 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 Wealth Advisor is the primary relationship manager for clients, providing holistic financial guidance and an exceptional client experience. The role develops tailored plans and investment recommendations, coordinates with clients’ other professional advisors, and identifies opportunities to expand existing relationships and attract new business. The position is based in Valparaiso and works in the office four days a week, with one work-from-home day each 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.
• 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, or ability to obtain it within a defined timeframe.
• Must be a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization without requiring sponsorship now or in the future.

Nice To Haves

• CFP®, CFA, CPA, or other relevant professional designation.

Responsibilities

• Build trusted relationships with high-net-worth individuals, families, executives, and business owners.
• Develop and deliver comprehensive financial plans covering retirement, investments, taxes, estate planning, risk management, and cash flow.
• Lead client meetings and present 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 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.

What This Job Offers

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