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

You have strong professional communication and interpersonal skills. You are self-motivated, a proactive learner who performs at a high level under variable workloads, and have a passion for making a positive impact on client's lives.

Skills

You have strong organizational skills and follow-through to monitor progress.

Benefits

• Annual base salary of $75,000-$80,000 based on qualifications and experience
• 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

$75,000 - $80,000 annually based on qualifications and experience

Schedule

Full-time position