Wealth Advisor- 6 Meridian

Hightower Advisors • Wichita, KS

1d

About The Position

6 Meridian is a Wichita-based registered investment firm founded in 2016. Following its 2021 partnership with Hightower, the firm has gained additional resources to support growth, talent development, and operational excellence. Its 35 professionals serve more than 800 households and manage approximately $5 billion in assets under custody as of December 2025. The firm provides investment management and integrated wealth advisory services to high-net-worth individuals and institutions.

This role addresses a capacity gap across client relationships in the $1 million to $5 million range. The Wealth Advisor provides dedicated advisory support to these clients while positioning relationships for long-term continuity and transition. The advisor may serve as lead or co-lead, provide integrated investment and financial planning recommendations, maintain strong client relationships, and contribute to relationship retention and growth. The role also supports financial planning, portfolio oversight, client meeting preparation, and coordination with paraplanning, operations, and senior advisors.

Requirements

• Bachelor’s degree in business, finance, financial planning, or a related field.
• 3–5 years of meaningful client-facing experience in wealth management, advisory, or paraplanning roles.
• Active Series 7 and Series 66 licenses or equivalent.
• Strong financial planning expertise and ability to translate complexity into clear client guidance.
• Service-oriented mindset and passion for delivering a high-quality client experience.
• Ability to collaborate effectively within a team environment.
• Excellent communication, presentation, and organizational skills.
• High level of professionalism, integrity, and client-first orientation.
• Must be a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization, and must not require sponsorship now or in the future.

Nice To Haves

• CFP designation or active progress toward completion is strongly preferred.

Responsibilities

• Serve as lead or co-lead advisor for client relationships in the $1 million to $5 million segment.
• Develop integrated investment and financial planning recommendations.
• Build strong client relationships through proactive communication and high-touch service.
• Develop and maintain financial plans using eMoney.
• Support portfolio oversight, asset allocation, and implementation of investment strategies.
• Partner with senior advisors on complex planning and investment decisions.
• Coordinate client meeting preparation, including agendas, materials, and follow-ups.
• Ensure timely execution of client requests, account maintenance, and CRM documentation.
• Collaborate with paraplanning and operations teams to deliver a seamless client experience.
• Identify opportunities to deepen client relationships.
• Contribute to team-based client retention and growth efforts.

Benefits

• Medical, dental, and vision insurance effective day one.
• Paid parental leave: 16 weeks for a primary caregiver and 8 weeks for a secondary caregiver.
• 401(k) with employer match.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

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