Hightower Advisors · 1 day ago
Wealth Advisor - Hightower Signature Wealth
Westport, CT
Full-time
Onsite
Senior Level
5+ years expHightower Advisors is a wealth management firm that provides comprehensive financial services to individuals and corporations. The Wealth Advisor will be responsible for managing client relationships, developing financial plans, and collaborating with other professionals to ensure clients achieve their financial goals.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Take primary responsibility for all aspects of a client relationship, working closely to understand the financial situation and requirements. Meet with clients to form a financial plan, including expenses, income, investments and portfolio allocation, insurance coverage, goals, tax status, and risk tolerance
Conduct in-depth client reviews to uncover new business opportunities
Be an important member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth. Collaborate with other tax, legal, and insurance professionals to develop a client's entire financial roadmap and ensure progress in achieving goals
Use the practice's client-centered wealth management philosophy to guide advisory services for individual clients and their families
Become active in the practice's business development strategies and source new client relationships. Introduce our services and value proposition to prospective relationships
Build a wider network of clientele. Target and foster relationships with centers of influence (COI's), new business opportunities, family offices, and other niche markets
Support the practice's overall financial planning process with analysis and preparation of prospective and current clients' planning and investments
Review client accounts to determine if adjustments are needed because of personal or financial changes
Contact clients and prospective clients with relevant information about market updates that may affect their investments. Systematically communicate with prospective clients and track progress
Be involved in your community while representing Hightower
Become a Trusted Advisor for our clients and Centers of Influence
Qualification
Required
BS degree in Finance or related field
Industry designations: CFP, CIMA, CPA, or others
Series 7 License; 65 or 66 licenses. Insurance licenses ideal
5 or more years of experience in Financial Planning and/or Wealth Management
Knowledge of insurance/financial services industry, and markets across multiple asset classes
Demonstrable ability to communicate, present, and influence key stakeholders at all levels of an organization
Technical skills including financial planning software (eMoney), tax planning (Holistiplan), CRM (Salesforce), various investment platforms
Attitude of life-long learning and intellectual curiosity
Relationship Builder. Strong interpersonal skills and a natural ability to build immediate relationships
Team player able to work in a collegial and close collaboration environment
Experience delivering client-focused solutions and developing efficient strategies to 'power' complex and diverse advisor practices
Benefits
Coverage on the first day of employment for medical, dental, and vision insurance
401k Matching Plan
Paid Parental Leave
Student Loan Assistance
Pet Insurance
Flexible Benefits (FSA, Pretax transportation, HSA Employer Contributions)
HIGHflex PTO plan
Clear steps and goals for career progression, on the job training, support, and resources for career development
Company
Hightower Advisors
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.
Founded in 2008Westport, Connecticut, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bob Oros
Chairman and Chief Executive Officer
Dan Watanapongse
CFO
Recent News
Institutional Investor
2025-10-07
Institutional Investor
2025-09-30
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