Wealth Advisor - Hightower Signature Wealth
$100,000–$120,000 year
On-siteSan Ramon, California, United States
San Ramon, California, United StatesOn-siteFull Time$100,000–$120,000 yearBachelors DegreeMedium
Full TimeBachelors DegreeMedium
Job Summary
Maintain and expand existing client relationships while delivering first-class onboarding experiences for new accounts. Develop customized financial plans through in-person portfolio and planning reviews, preparing investment proposals and collaborating with referral partners. Support business development efforts and ensure adherence to regulatory requirements. Leverage strong communication skills to motivate client retention, increase wallet share, and capture referrals. Report to the Managing Director in a Chicago-based firm serving individuals, foundations, and family offices.
Required Qualifications
- 5+ years of experience as a licensed financial services professional
- Bachelor's degree
- Clean U4 Compliance Record
- CFP® certification or the ability to attain certification within 12 months
- Excellent quantitative, verbal, and written communication skills
- 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, Salesforce, 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 check
Desired Qualifications
- You have strong professional communication and interpersonal skills
- You can 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
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