Wealth Advisor - Hightower Signature Wealth
About the role
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 are looking for an experienced Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, adept at managing client relationships, perform at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to the Managing Director.
Responsibilities
- Maintain and expand existing client relationships, leading a first-class onboarding experience for new client relationships
- Develop and implement customized financial plans
- Conduct in-person portfolio and planning reviews
- Prepare investment proposals
- Collaborate with our referral partners
- Support our business development efforts
- Follow and have knowledge of regulatory requirements
Skills
- Strong professional communication and interpersonal skills
- Ability to motivate yourself to manage a book of clients and provide an impeccable experience
- Building immediate relationships with personnel and clients
- Strong EQ and ability to connect with clients on a deeper level to discover their true motivations and priorities
- Experience with financial planning concepts; experience delivering applicable advice and partnering with clients in implementing a financial plan
- Experience creating client relationships – through high retention rate, increased wallet share capture, and receiving referrals
Requirements
- 5+ years of experience as a licensed financial services professional
- Bachelor's degree required
- Clean U4 Compliance Record
- CFP® certification or