Wealth Advisor- 6 Meridian

About the role

This role is critical to ensure that clients in the $1M-$5M segment receive dedicated advisory support while positioning these relationships for long-term continuity and transition.

Responsibilities

• Serve as both lead and co-lead advisor supporting client relationships in the $1M–$5M segment
• Deliver 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 experience
• Identify opportunities to deepen client relationships
• Contribute to team-based client retention and growth efforts

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
• CFP designation or active progress toward completion strongly preferred
• Active Series 7 and Series 66 licenses or equivalent
• Strong financial planning expertise with the ability to translate complexity into clear client guidance
• Service-oriented mindset with a passion for delivering a high-quality client experience
• Demonstrated ability to collaborate effectively within a team environment
• Excellent communication, presentation, and organizational skills
• High level of professionalism, integrity, and client-first orientation

Qualifications

• U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization

Skills

• Client relationship management
• Financial planning and investment support
• Client experience coordination
• Relationship growth and client retention

Benefits

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

Pay

N/A

Schedule

N/A