Senior Investment Consultant
Hightower Advisors · Chicago, IL · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections: About the role? The posting includes description: "Founded in 2008...". That's about the company. Could be "About the role" or "About the company"? The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections have content.
We have:
- Intro about company: "Founded in 2008, Hightower is a wealth management firm...". Could be "About the role"? Actually it's about the company. But we can treat as "About the role" maybe? The instruction says we can use those headings as examples; not mandatory to use exactly those. But we should include sections only when posting has real specific content.
We have sections:
- "Your Future Team" description: describes role. Could be "About the role" or "Overview". Probably "About the role".
- "What You’ll Do": responsibilities. That's a list of duties. Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections have content.
We have:
- Intro about company: "Founded in 2008, Hightower is a wealth management firm...". Could be "About the role"? Actually it's about the company. But we can treat as "About the role" maybe? The instruction says we can use those headings as examples; not mandatory to use exactly those. But we should include sections only when posting has real specific content.
We have sections:
- "Your Future Team" description: describes role. Could be "About the role" or "Overview". Probably "About the role".
- "What You’ll Do": responsibilities. That's a list of duties. Use - .
- "What You’ll Bring": qualifications/requirements. Could be "Requirements" or "Qualifications". We'll use "Requirements".
- "What We Offer": benefits. Use "Benefits". Also includes base salary range. Pay section: we have base salary $100k-110k plus discretionary bonus. So we can have a Pay section.
- Schedule: not mentioned explicitly. There's "In-office Monday through Thursday and work from home on Friday". That's schedule info. So we can have Schedule section.
- Also there is "Series 65/66 preferred or must obtain shortly after hire." That's a qualification.
- Also "Ability to travel up to 25%." That's a requirement.
- Also "Bachelor’s degree required; advanced degree or CFA/CFP preferred."
- Also "3–7 years of experience..."
- Also "Strong understanding..." etc.
- Also "Proven ability to translate complex investment concepts..."
- Also "Strong communication and relationship‑building skills..."
- Also "Ability to manage multiple advisor relationships..."
- Also "Series 65/66 preferred..."
- Also "Bachelor’s degree required..."
- Also "Ability to travel up to 25%."
- Also "Base Salary of $100,000- $110,000 plus discretionary bonus (exact base salary amount will be dependent on experience)". That's pay.
- Benefits: list includes medical/dental/vision, paid parental leave, mother's lounge, flexible PTO, in-office Mon-Thu, WFH Fri, free brand-new gym, 401k matching, HSA employer contributions, student loan assistance, pet insurance.
We need to remove boilerplate: EEO, equal opportunity, citizenship requirement, etc. Also remove duplicated lines.
We must not repeat job title as heading. The job title is "Senior Investment Consultant". Not to be used as heading.
We must not put Job ID/requisition numbers as headings (none present).
We must output only HTML fragment, no /, no markdown.
We need to use
for section headings.
We need to use - for any list of duties/requirements/benefits.
We need to use
for prose.
We must preserve all substantive information; do not invent or summarize away detail.
We must not include sections with filler like "commensurate with experience", "not specified", etc. We have actual content for each.
We need to decide sections:
- About the role (or Overview) - prose from "Your Future Team" paragraph(s). Could combine the intro about company? Might be better to have "About the company" but not in list. The instruction says we can use those headings as examples; we could also use other headings if appropriate? It says "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings when applicable. So we can use About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. Possibly also Qualifications? But we can combine Requirements and Qualifications. Let's use Requirements for qualifications.
We need to include all substantive info.
Let's extract prose for About the role: The "Your Future Team" paragraph: "The Senior Investment Consultant is a field‑facing professional who partners directly with advisors to provide high‑quality investment guidance, strengthen portfolio recommendations, and promote consistent adoption of the firm’s investment solutions. The role brings Hightower’s investment views, research, and model capabilities to life, ensuring advisors can deliver clear, confident, and compliant investment guidance to clients. Investment Consultants work closely with advisory practices, research teams, proposal support, and execution teams, acting as a critical link between firm‑level investment strategy and front‑line client conversations. They also surface real‑time advisor feedback to help improve platforms, tools, and the overall investment consulting experience."
That's the role description. Also the introductory paragraph about company could be considered "About the company" but not required. We could include it as part of About the role? Might be odd. But we could add a separate section "About the company" but not in the list of allowed headings. The instruction says we can use those headings as examples, not that we must restrict to them. However, to be safe, we could include "About the role" and incorporate the company description within that paragraph? Might be okay to add a brief sentence about Hightower as part of About the role. But the instruction says preserve all substantive information; we must not drop the company founding info. So we need to include it somewhere. Could add a section "About the company" using About the company. The instruction didn't forbid other headings; it gave examples. So we can add About the company.
Thus sections:
- About the company (prose: founding description)
- About the role (prose: role description)
- Responsibilities (list from "What You’ll Do")
- Requirements (list from "What You’ll Bring")
- Benefits (list from "What We Offer")
- Pay (prose: base salary range)
- Schedule (prose: in-office Monday-Thursday, WFH Friday)
We must not include sections with filler. All have content.
Now format.
We need to ensure we don't include duplicated lines. The responsibilities list includes multiple bullet points; we need to capture each bullet as
- . The responsibilities text includes sentences separated by periods; we need to split into list items. Let's extract:
"What You’ll Do Advisor Partnership & Investment Consulting Serve as a primary investment partner to advisors, providing guidance on portfolio construction, asset allocation, risk positioning, and manager selection.Conduct portfolio diagnostics and provide insights on opportunities to align portfolios with firm views and model frameworks.Support advisor and client discussions by articulating investment rationale, market context, and recommended actions.Help advisors prepare for client reviews and key meetings, ensuring investment messaging is clear and consistent. Platform Adoption & Asset Growth Support advisors in moving assets onto firm platforms by simplifying implementation and highlighting client benefits.Convert consulting conversations into actionable, funded opportunities through proactive engagement and follow‑through.Reinforce best practices for using firm models, tools, and workflows to drive consistency and scale. Investment Enablement & Execution Support Develop high‑quality, advisor‑ready investment materials, proposals, model comparisons, and portfolio analytics.Coordinate with overlay, trading, and operations teams to ensure timely, accurate, and compliant execution.Maintain ownership throughout the recommendation‑to‑execution cycle to ensure a seamless advisor experience.Ensure all messaging aligns with firm‑approved language and product guidance. Cross-Functional Collaboration Partner with research, wealth management, and proposal teams to align client‑facing recommendations with firm portfolio construction standards.Coordinate closely with the Head of Investment Consultant Services to ensure consistent field messaging and adherence to ICS frameworks.Maintain strong alignment with Investment leadership on market outlook, platform updates, and investment priorities."
We need to split into logical bullet points. Could group by sections: Advisor Partnership & Investment Consulting (multiple actions), Platform Adoption & Asset Growth, Investment Enablement & Execution Support, Cross-Functional Collaboration.
We can create bullet points for each major action. Let's list:
- Serve as a primary investment partner to advisors, providing guidance on portfolio construction, asset allocation, risk positioning, and manager selection.
- Conduct portfolio diagnostics and provide insights on opportunities to align portfolios with firm views and model frameworks.
- Support advisor and client discussions by articulating investment rationale, market context, and recommended actions.
- Help advisors prepare for client reviews and key meetings, ensuring investment messaging is clear and consistent.
- Support advisors in moving assets onto firm platforms by simplifying implementation and highlighting client benefits.
- Convert consulting conversations into actionable, funded opportunities through proactive engagement and follow‑through.
- Reinforce best practices for using firm models, tools, and workflows to drive consistency and scale.
- Develop high‑quality, advisor‑ready investment materials, proposals, model comparisons, and portfolio analytics.
- Coordinate with overlay, trading, and operations teams to ensure timely, accurate, and compliant execution.
- Maintain ownership throughout the recommendation‑to‑execution cycle to ensure a seamless advisor experience.
- Ensure all messaging aligns with firm‑approved language and product guidance.
- Partner with research, wealth management, and proposal teams to align client‑facing recommendations with firm portfolio construction standards.
- Coordinate closely with the Head of Investment Consultant Services to ensure consistent field messaging and adherence to ICS frameworks.
- Maintain strong alignment with Investment leadership on market outlook, platform updates, and investment priorities.
That seems comprehensive.
Now Requirements list from "What You’ll Bring":
- 3–7 years of experience in wealth management, investments, or portfolio advisory roles.
- Strong understanding of portfolio construction, asset allocation, financial markets, and investment products.
- Proven ability to translate complex investment concepts into simple, advisor‑ready guidance.
- Strong communication and relationship‑building skills; able to influence advisors and support client conversations.
- Ability to manage multiple advisor relationships in a fast‑paced, field‑driven environment.
- Series 65/66 preferred or must obtain shortly after hire.
- Bachelor’s degree required; advanced degree or CFA/CFP preferred.
- Ability to travel up to 25%.
We should keep each as
- .
Benefits list from "What We Offer":
- 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)
- Mother’s lounge onsite
- Flexible PTO plan
- In-office Monday through Thursday and work from home on Friday (but that's schedule; we might move to Schedule section)
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
We need to avoid duplication: the in-office Monday-Thursday and WFH Friday appears also in schedule. We'll keep it in Schedule section, not Benefits.
Thus Benefits list excludes that line.
Pay: Base Salary of $100,000- $110,000 plus discretionary bonus (exact base salary amount will be dependent on experience). We'll put in
.
Schedule: In-office Monday through Thursday and work from home on Friday.
Now About the company: "Founded in 2008, Hightower is a wealth management firm 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., we operate as a registered investment advisor (RIA)."
We'll put that in
.
About the role: The paragraph from "Your Future Team". We'll put that in
.
Now ensure we don't include any boilerplate: EEO, citizenship requirement,
for section headings.
We need to use - for any list of duties/requirements/benefits.
We need to use
for prose.
We must preserve all substantive information; do not invent or summarize away detail.
We must not include sections with filler like "commensurate with experience", "not specified", etc. We have actual content for each.
We need to decide sections:
- About the role (or Overview) - prose from "Your Future Team" paragraph(s). Could combine the intro about company? Might be better to have "About the company" but not in list. The instruction says we can use those headings as examples; we could also use other headings if appropriate? It says "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings when applicable. So we can use About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. Possibly also Qualifications? But we can combine Requirements and Qualifications. Let's use Requirements for qualifications.
We need to include all substantive info.
Let's extract prose for About the role: The "Your Future Team" paragraph: "The Senior Investment Consultant is a field‑facing professional who partners directly with advisors to provide high‑quality investment guidance, strengthen portfolio recommendations, and promote consistent adoption of the firm’s investment solutions. The role brings Hightower’s investment views, research, and model capabilities to life, ensuring advisors can deliver clear, confident, and compliant investment guidance to clients. Investment Consultants work closely with advisory practices, research teams, proposal support, and execution teams, acting as a critical link between firm‑level investment strategy and front‑line client conversations. They also surface real‑time advisor feedback to help improve platforms, tools, and the overall investment consulting experience."
That's the role description. Also the introductory paragraph about company could be considered "About the company" but not required. We could include it as part of About the role? Might be odd. But we could add a separate section "About the company" but not in the list of allowed headings. The instruction says we can use those headings as examples, not that we must restrict to them. However, to be safe, we could include "About the role" and incorporate the company description within that paragraph? Might be okay to add a brief sentence about Hightower as part of About the role. But the instruction says preserve all substantive information; we must not drop the company founding info. So we need to include it somewhere. Could add a section "About the company" using About the company. The instruction didn't forbid other headings; it gave examples. So we can add About the company.
Thus sections:
- About the company (prose: founding description)
- About the role (prose: role description)
- Responsibilities (list from "What You’ll Do")
- Requirements (list from "What You’ll Bring")
- Benefits (list from "What We Offer")
- Pay (prose: base salary range)
- Schedule (prose: in-office Monday-Thursday, WFH Friday)
We must not include sections with filler. All have content.
Now format.
We need to ensure we don't include duplicated lines. The responsibilities list includes multiple bullet points; we need to capture each bullet as
- . The responsibilities text includes sentences separated by periods; we need to split into list items. Let's extract:
"What You’ll Do Advisor Partnership & Investment Consulting Serve as a primary investment partner to advisors, providing guidance on portfolio construction, asset allocation, risk positioning, and manager selection.Conduct portfolio diagnostics and provide insights on opportunities to align portfolios with firm views and model frameworks.Support advisor and client discussions by articulating investment rationale, market context, and recommended actions.Help advisors prepare for client reviews and key meetings, ensuring investment messaging is clear and consistent. Platform Adoption & Asset Growth Support advisors in moving assets onto firm platforms by simplifying implementation and highlighting client benefits.Convert consulting conversations into actionable, funded opportunities through proactive engagement and follow‑through.Reinforce best practices for using firm models, tools, and workflows to drive consistency and scale. Investment Enablement & Execution Support Develop high‑quality, advisor‑ready investment materials, proposals, model comparisons, and portfolio analytics.Coordinate with overlay, trading, and operations teams to ensure timely, accurate, and compliant execution.Maintain ownership throughout the recommendation‑to‑execution cycle to ensure a seamless advisor experience.Ensure all messaging aligns with firm‑approved language and product guidance. Cross-Functional Collaboration Partner with research, wealth management, and proposal teams to align client‑facing recommendations with firm portfolio construction standards.Coordinate closely with the Head of Investment Consultant Services to ensure consistent field messaging and adherence to ICS frameworks.Maintain strong alignment with Investment leadership on market outlook, platform updates, and investment priorities."
We need to split into logical bullet points. Could group by sections: Advisor Partnership & Investment Consulting (multiple actions), Platform Adoption & Asset Growth, Investment Enablement & Execution Support, Cross-Functional Collaboration.
We can create bullet points for each major action. Let's list:
- Serve as a primary investment partner to advisors, providing guidance on portfolio construction, asset allocation, risk positioning, and manager selection.
- Conduct portfolio diagnostics and provide insights on opportunities to align portfolios with firm views and model frameworks.
- Support advisor and client discussions by articulating investment rationale, market context, and recommended actions.
- Help advisors prepare for client reviews and key meetings, ensuring investment messaging is clear and consistent.
- Support advisors in moving assets onto firm platforms by simplifying implementation and highlighting client benefits.
- Convert consulting conversations into actionable, funded opportunities through proactive engagement and follow‑through.
- Reinforce best practices for using firm models, tools, and workflows to drive consistency and scale.
- Develop high‑quality, advisor‑ready investment materials, proposals, model comparisons, and portfolio analytics.
- Coordinate with overlay, trading, and operations teams to ensure timely, accurate, and compliant execution.
- Maintain ownership throughout the recommendation‑to‑execution cycle to ensure a seamless advisor experience.
- Ensure all messaging aligns with firm‑approved language and product guidance.
- Partner with research, wealth management, and proposal teams to align client‑facing recommendations with firm portfolio construction standards.
- Coordinate closely with the Head of Investment Consultant Services to ensure consistent field messaging and adherence to ICS frameworks.
- Maintain strong alignment with Investment leadership on market outlook, platform updates, and investment priorities.
That seems comprehensive.
Now Requirements list from "What You’ll Bring":
- 3–7 years of experience in wealth management, investments, or portfolio advisory roles.
- Strong understanding of portfolio construction, asset allocation, financial markets, and investment products.
- Proven ability to translate complex investment concepts into simple, advisor‑ready guidance.
- Strong communication and relationship‑building skills; able to influence advisors and support client conversations.
- Ability to manage multiple advisor relationships in a fast‑paced, field‑driven environment.
- Series 65/66 preferred or must obtain shortly after hire.
- Bachelor’s degree required; advanced degree or CFA/CFP preferred.
- Ability to travel up to 25%.
We should keep each as
- .
Benefits list from "What We Offer":
- 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)
- Mother’s lounge onsite
- Flexible PTO plan
- In-office Monday through Thursday and work from home on Friday (but that's schedule; we might move to Schedule section)
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
We need to avoid duplication: the in-office Monday-Thursday and WFH Friday appears also in schedule. We'll keep it in Schedule section, not Benefits.
Thus Benefits list excludes that line.
Pay: Base Salary of $100,000- $110,000 plus discretionary bonus (exact base salary amount will be dependent on experience). We'll put in
.
Schedule: In-office Monday through Thursday and work from home on Friday.
Now About the company: "Founded in 2008, Hightower is a wealth management firm 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., we operate as a registered investment advisor (RIA)."
We'll put that in
.
About the role: The paragraph from "Your Future Team". We'll put that in
.
Now ensure we don't include any boilerplate: EEO, citizenship requirement,
for prose. We must preserve all substantive information; do not invent or summarize away detail. We must not include sections with filler like "commensurate with experience", "not specified", etc. We have actual content for each. We need to decide sections: - About the role (or Overview) - prose from "Your Future Team" paragraph(s). Could combine the intro about company? Might be better to have "About the company" but not in list. The instruction says we can use those headings as examples; we could also use other headings if appropriate? It says "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings when applicable. So we can use About the role, Responsibilities, Requirements, Benefits, Pay, Schedule. Possibly also Qualifications? But we can combine Requirements and Qualifications. Let's use Requirements for qualifications.
We need to include all substantive info.
Let's extract prose for About the role: The "Your Future Team" paragraph: "The Senior Investment Consultant is a field‑facing professional who partners directly with advisors to provide high‑quality investment guidance, strengthen portfolio recommendations, and promote consistent adoption of the firm’s investment solutions. The role brings Hightower’s investment views, research, and model capabilities to life, ensuring advisors can deliver clear, confident, and compliant investment guidance to clients. Investment Consultants work closely with advisory practices, research teams, proposal support, and execution teams, acting as a critical link between firm‑level investment strategy and front‑line client conversations. They also surface real‑time advisor feedback to help improve platforms, tools, and the overall investment consulting experience."
That's the role description. Also the introductory paragraph about company could be considered "About the company" but not required. We could include it as part of About the role? Might be odd. But we could add a separate section "About the company" but not in the list of allowed headings. The instruction says we can use those headings as examples, not that we must restrict to them. However, to be safe, we could include "About the role" and incorporate the company description within that paragraph? Might be okay to add a brief sentence about Hightower as part of About the role. But the instruction says preserve all substantive information; we must not drop the company founding info. So we need to include it somewhere. Could add a section "About the company" using About the company. The instruction didn't forbid other headings; it gave examples. So we can add About the company.
Thus sections:
- About the company (prose: founding description)
- About the role (prose: role description)
- Responsibilities (list from "What You’ll Do")
- Requirements (list from "What You’ll Bring")
- Benefits (list from "What We Offer")
- Pay (prose: base salary range)
- Schedule (prose: in-office Monday-Thursday, WFH Friday)
We must not include sections with filler. All have content.
Now format.
We need to ensure we don't include duplicated lines. The responsibilities list includes multiple bullet points; we need to capture each bullet as
. Schedule: In-office Monday through Thursday and work from home on Friday. Now About the company: "Founded in 2008, Hightower is a wealth management firm 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., we operate as a registered investment advisor (RIA)." We'll put that in
. About the role: The paragraph from "Your Future Team". We'll put that in
. Now ensure we don't include any boilerplate: EEO, citizenship requirement,