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Hightower Advisors · 14 hours ago

Associate Wealth Advisor - 6 Meridian

Wichita, KS

Full-time

Onsite

Entry Level

1+ years exp

Hightower Advisors is a wealth management firm that partners with 6 Meridian, a registered investment practice. The Associate Wealth Advisor will manage client relationships, prepare financial plans, and support lead advisors in investment and wealth planning processes.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

Responsibilities

Partner with lead advisors to manage client communications, produce customized reports, and support onboarding and account maintenance in collaboration with internal teams

Coordinate client meeting preparation for lead advisors with the assistance of the Paraplanning team

Manage account maintenance follow-up, meeting agenda creation, CRM documentation, and task tracking to ensure timely execution of action items

Work with lead advisors to monitor cash balances, review portfolio allocations and performance, assist with investment product implementation and evaluate opportunities for new product solutions, ensuring proper execution and follow-through

Update and monitor financial plans utilizing the eMoney platform, conduct necessary research, and recommend wealth planning strategies to the lead advisor

Qualification

Financial PlanningWealth ManagementSeries 7 LicenseSeries 66 LicenseEMoney PlatformMicrosoft Office SuiteClient ServiceCommunication SkillsAttention to DetailOrganizational Skills

Required

Bachelor's degree in business, finance, financial planning, or a related field

1-3 years of experience in financial services, wealth management, or advisory roles

Required Licenses: Series 7 and Series 66 (or equivalent), or SIE certification

Strong initiative and commitment to serve the client

Highly organized with strong attention to detail

Excellent communication skills and a collaborative mindset to work effectively across teams

Proficiency in financial planning tools and Microsoft Office Suite with the ability to quickly adapt to new systems

Preferred

Certified Financial Planner (CFP®) designation preferred or willingness to obtain

Benefits

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

Company

Hightower Advisors

Glassdoor4.1

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 2008

Westport, Connecticut, USA

201-500 employees