Wealth Advisory Analyst - Vigilant Wealth Management

About the role

Your Future Team Vigilant Wealth Management, a Hightower advisory practice with approximately $3.8 billion in assets under management as of June, 2026, is hiring an early-career Wealth Advisory Analyst to join our Portland, ME or Portsmouth, NH team. This role is designed for a recent college graduate who wants to build a long-term career in wealth management and client advisory work with a focus on financial planning and relationship building.

Responsibilities

• Support Wealth Advisors and their books of business by helping prepare for client, prospect, and center-of-influence meetings
• Create and update client wealth plans, meeting materials, presentations, and required paperwork
• Support inbound wealth planning tasks and participate in the Wealth Advisory Committee and Sales Committee
• Onboard new clients by preparing account-opening documents and coordinating with clients, advisors, and custodians for an accurate and efficient onboarding process
• Learn the operational foundation of wealth management by working with custodial platforms such as Schwab and Fidelity to support account openings, money movements, gifting, transfers of assets, and account maintenance
• Maintain internal client files and help ensure client data is current, accurate, and consistent across technology platforms
• Work with related professional advisors, including CPAs, estate attorneys, insurance agents, and other centers of influence
• Coordinate advisor and client workflows, including meeting preparation, scheduling, follow-up tracking, and ensuring advisors have the information needed to deliver a positive client experience
• Support client retention by helping track client service standards and prompting follow-up
• Monitor publications and public information to identify prospective clients, client-relevant developments, and potential marketing or networking opportunities
• Begin developing professional networking skills and learn how advisors build long-term relationships with clients, prospects, and centers of influence
• Understand and follow our compliance, confidentiality, and client-service responsibilities

Requirements

• Bachelor's degree in finance, economics, business, accounting, or a related field
• Clear written and verbal communication skills
• Interest in wealth management, financial planning, investments, or client advisory work
• Professional judgment and discretion with confidential client information
• Comfort learning new technology platforms and workflows
• Work collaboratively in a team-oriented environment

Qualifications

• Internship, coursework, or student-organization experience related to finance, investments, accounting, economics, client service, sales, or business development
• Familiarity with Microsoft Office, especially Excel and PowerPoint
• Exposure to CRM systems, Salesforce, Tamarac, Schwab, Fidelity, WebEx, or financial planning software
• Presentation experience through coursework, internships, athletics, clubs, or prior work experience

Skills

• Strong judgment and discretion with confidential client information
• Professional judgment and discretion with confidential client information
• Clear written and verbal communication skills
• Interest in wealth management, financial planning, investments, or client advisory work
• Work collaboratively in a team-oriented environment

Benefits

• Annual base salary of $60,000 plus bonus plan
• Excellent benefits, including health, dental, and vision insurance
• HSA and FSA options
• 401(k)
• Employer-paid life and disability insurance
• Generous PTO plan
• Bi-annual company events
• Mentorship from experienced advisors and client-service professionals
• Training on wealth management platforms and workflows
• Supportive team environment with a clear path for professional growth

Pay

$60,000 annual base salary plus bonus plan

Schedule

This is a hybrid position based in either our Portland, ME or Portsmouth, NH office, with work-from-home flexibility and occasional travel between offices for team meetings, training, or client-related work.

Company Information

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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).

Hightower's Story

An Equal Opportunity Employer: Hightower is an equal opportunity employer and does not discriminate based on 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. 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.