Associate Wealth Advisor - Hightower Signature Wealth

About the role

Hightower is a wealth management firm founded in 2008. We provide investment, financial, and retirement planning services to individuals, foundations, and family offices, and 401(k) consulting and cash management services to corporations. Our firm operates as a registered investment advisor (RIA) with advisors based in Chicago and across the U.S.

Responsibilities

• Onboard new clients
• Help with preparation for and follow-up from client reviews
• Respond to client service requests
• Prepare investment proposals
• Support multiple roles across the practice – advisory, financial planning, operations, and relationship management – through a variety of tasks
• Follow and have knowledge of regulatory requirements

Requirements

• 3 or more years of experience in investment management business
• CFP® certification or on track to obtain certification
• Securities representative licenses, Series 65 or 66
• Introductory knowledge of different financial planning and investment concepts
• Demonstrated analytical and problem-solving skills
• Able to handle multiple undertakings at once, ranging from analytical to relational tasks
• Team-oriented to support a growing advisory practice
• Experience with eMoney, Salesforce, and Tamarac a plus

Qualifications

• Introductory understanding of financial planning concepts, advisory operations, and client paperwork
• Education or work experience in the wealth management field

Skills

• Strong organizational skills and follow-through to monitor progress

Benefits

• Coverage on the first day of employment for Medical, Dental, and Vision insurance
• Paid parental leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
• 401k Matching plan
• HSA Employer contributions
• Student loan assistance
• Pet insurance

Pay

• Commensurate with experience

Schedule

• TBD

Benefits

• AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
• Hightower Advisors, LLC is an SEC registered investment adviser.
• Registration as an investment advisor does not imply a certain level of skill or training.
• Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Application Instructions

• You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.