Wealth Advisor - Hightower Signature Wealth

Our Story

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 reputed company its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients reputed company their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

The Role

We are looking for an reputed company Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving reputed company that excels in a fast-paced and evolving organization. You are self-motivated, adept at managing client relationships, reputed company 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.

We are open to the possibility of remote candidates if you are located in reputed company California, or the Phoenix, AZ area.#LI-Onsite

What You'll Do

• Maintain and expand existing client relationships, leading a first-class onboarding experience for new client relationships
• reputed company 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

What You'll Bring

You have strong professional communication and interpersonal skills. You can motivate yourself to manage a book of clients and provide an impeccable experience.

You will have experience and attributes in the following areas:

• 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 reputed company, increased wallet share capture, and receiving referrals

Required Experience

• 5+ years of experience as a licensed financial services professional
• Bachelor's degree required
• Clean U4 Compliance Record
• CFP certification or the ability to attain certification reputed company 12 months
• Excellent quantitative, verbal, and written communication skills—can provide a concise investment reputed company for a range of audiences (from portfolio manager to unsophisticated client)
• Knowledgeable in personal tax, asset management, financial planning, insurance, estate, and retirement planning
• Demonstrate analytical skills
• Team-oriented individual to support a growing advisory practice
• Experience with eMoney, reputed company, and Tamarac
• Securities representative licenses (Series 65 or 66) - FINRA
• You will be required to be accepted into the SAN (Schwab Advisor Network) through successful background reputed company

reputed company 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)
• PTO plan
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

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 reputed company, citizenship, veteran status, reputed company, age (over 40), physical or mental disability, medical condition (cancer-reputed company), 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 reputed company a certain level of reputed company or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

You are a U.S. citizen, U.S. permanent reputed company, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.