Wealth Planner - HTSW Richmond

Hightower • Richmond, VA

16h

About The Position

Founded in 2008, Hightower is a wealth management practice that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., Hightower operates as a registered investment advisor (RIA). The Wealth Planner plays a critical role in the execution and delivery of the practice client service model. This position is responsible for managing day-to-day client operations, maintaining data integrity across systems, and ensuring all planning and service workflows are executed with precision and consistency. This role serves as the central point of coordination between advisors, clients, and operations. While this position supports the financial planning process through data entry and preparation, it is not responsible for developing recommendations. The primary focus is on practice management, operational execution, and delivering seamless client experience.

Requirements

• 3–7 years of experience in client service, operations, or practice management within a wealth management or RIA
• Experience with CRM systems (e.g., Salesforce)
• Familiarity with financial planning software (e.g., eMoney), particularly data entry and maintenance
• Series 65/66 required
• Strong organizational and multitasking abilities
• High attention to detail and commitment to accuracy
• Excellent communication skills and client-facing professionalism
• Proactive, process-oriented mindset with strong follow-through
• Highly organized and execution-focused
• Detail-oriented with strong ownership of responsibilities
• Proactive and responsive in managing client and team needs
• Comfortable working behind the scenes to ensure everything runs smoothly
• Client-first mindset with a focus on consistency and reliability
• 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

Nice To Haves

• CFP® is a plus

Responsibilities

• Execute and maintain practice wide workflows across CRM and operational systems
• Ensure all client and operational tasks are completed accurately and on time
• Track and manage multiple workflows simultaneously, maintaining visibility across all open items
• Identify inefficiencies and recommend process improvements
• Support consistency and scalability of internal processes
• Serve as a primary point of contact for client service needs and inquiries
• Deliver a high-touch, responsive client experience aligned with practice standards
• Translate client requests into actionable tasks and ensure timely follow-through
• Maintain accurate client records, including preferences, life events, and account details
• Proactively communicate updates and status to clients and advisors
• Maintain CRM integrity and ensure all client and workflow data is properly recorded
• Support document management, reporting, and administrative tracking
• Coordinate scheduling and logistics for all client review meetings
• Prepare meeting materials, agendas, and supporting documentation
• Ensure all pre-meeting tasks are completed, including data updates and organization of materials
• Track and follow up on all post-meeting action items to completion
• Input, update, and maintain client financial data within eMoney
• Ensure all planning data (income, expenses, assets, liabilities, insurance, estate details) is accurate and current
• Incorporate client documents such as tax returns and account statements into planning systems
• Prepare and organize data to support advisors in plan development and updates
• Refresh financial plans with updated data ahead of client meetings
• Identify missing or inconsistent data and proactively resolve gaps
• Monitor client account activity including cash needs, distributions, and funding requirements
• Coordinate execution of advisor-directed investment and cash management actions
• Track recurring distributions and ensure operational accuracy
• Flag items requiring advisor attention such as excess cash or upcoming maturities

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of up to $100,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees