About this opportunity
Hightower Advisors lists this Wealth Advisor, Director - Hightower Signature Wealth, Valparaiso opportunity in valparaiso, Indiana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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 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).
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 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).
Your Future Team
As a Wealth Advisor, you will be a trusted partner to high-net-worth individuals and families, helping them navigate complex financial decisions and achieve their long-term goals. Working collaboratively with an experienced team of advisors and client service professionals, you will lead client relationships, deliver comprehensive financial planning, and provide customized wealth management solutions. You will report to senior leadership and contributes to client retention, business development, and the growth of the practice.
What You'’ll Do
Build trusted relationships with high-net-worth individuals, families, executives, and business owners
Develop and deliver comprehensive financial plans covering retirement, investment, tax, estate, risk management, and cash flow planning
Lead client meetings and present tailored wealth management strategies aligned with client goals
Manage client investment portfolios, making recommendations based on investment goals, risk tolerance, and market conditions
Coordinate with attorneys, accountants, and other professional advisors to implement integrated planning strategies
Identify opportunities to deepen existing client relationships through additional planning and advisory services
Create new business through referrals, networking, centers of influence, and prospect meetings
Stay informed on industry trends, market developments, and regulatory requirements helping clients
Ensure all client activities and recommendations comply with firm policies and regulatory standards
Mentor and collaborate with Associate Wealth Advisors and support team members to deliver outstanding client experience
What You'’ll Bring
Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
5+ years of experience in wealth management, financial planning, investment advisory, or financial services
CFP®, CFA®, CPA, or other relevant professional designations
Demonstrated experience growing client relationships
Knowledge of investment management, retirement planning, tax strategies, estate planning, and risk management concepts
Experience developing comprehensive financial planning recommendations and communicating them
Excellent interpersonal, presentation, and relationship management skills
Strong business development and networking skills with a client first mindset
Proficiency with financial planning software, CRM systems, and Microsoft Office Suite
FINRA Series 65 license or equivalent registration required, or ability to obtain within a defined timeframe
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 a week
Base salary of $90,000-$120,000 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.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.