About this opportunity
HighTower Advisors lists this Associate Wealth Advisor - Hightower Texas opportunity in houston, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Associate Wealth Advisor
The Associate Wealth Advisor supports advisors and clients by helping provide personalized wealth management solutions and ensuring a high-quality client experience. You will combine financial planning, investment analysis, relationship management, and operational support.
Responsibilities include:
Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services
Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm approved planning software
Participate in client meetings by preparing agendas, gathering documentation, taking notes, and assisting with follow up items
Analyze client financial data and provide recommendations to support investment, retirement, tax, and estate planning strategies
Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations
Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs
Respond to client inquiries and service requests
Maintain accurate client records and ensure compliance with regulatory and firm requirements
Support business development efforts through prospect meeting preparation, presentation materials, and follow up activities
Stay current on financial planning concepts, investment strategies, and industry developments
Qualifications include:
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
2+ years of experience in wealth management, financial planning, investment advisory, or financial services
CFP designation completed, in progress, or willingness to pursue
Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies
Strong analytical and problem solving skills with the ability to interpret complex financial information
Excellent verbal and written communication skills with a client service mindset
Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms
FINRA Series 7& 66 license or ability to obtain within 6 months
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)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
In-office four days a week and work from home one day per week
Base salary of $85,000-$105,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon 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.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Worksite address
houston, TX, 77246, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.