Associate Wealth Advisor - Hightower Signature Wealth

HighTower Advisors

San Ramon, CA

JOB DETAILS
SALARY
$75,000–$80,000 Per Year
SKILLS
Analysis Skills, Business Growth, Cancer, Cash Management, Communication Skills, Consulting, Customer Support/Service, Financial Operations, Financial Planning, Financial Planning and Analysis (FP&A), Follow Through, Genetics, Interpersonal Skills, Investment Analysis, Investment Management, Legal, Operational Support, Operations Management, Organizational Skills, Problem Solving Skills, Registered Investment Advisor (RIA), Regulatory Requirements, Relationship Management, Retirement Planning, Sales Management, Salesforce.com, Securities, Securities and Exchange Commission (SEC), Series 65, United States Citizen, Wealth Management
LOCATION
San Ramon, CA
POSTED
Today

Associate Wealth Advisor - Hightower Signature Wealth3160 Crow Canyon Rd, San Ramon, CA 94583, USAJob DescriptionPosted Thursday, July 2, 2026 at 5:00 AMHightower's StoryFounded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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).The RoleWe are looking for an Associate Wealth Advisor who is a relationship builder at heart, with strong communication skills and a problem-solving mindset that excels in a fast-paced and evolving organization. You are self-motivated, a proactive learner who performs at a high level under variable workloads, and have a passion for making a positive impact on client's lives. You will report to the Senior Wealth Advisor.You have strong professional communication and interpersonal skills. You can motivate yourself to manage a variety of tasks and solve problems with little oversight. You will have experience and attributes in the following areas:Strong organizational skills and follow-through to monitor progressIntroductory understanding of financial planning concepts, advisory operations, and client paperworkEducation or work experience in the wealth management fieldWhat You'll DoOnboard new clientsHelp with preparation for and follow-up from client reviewsRespond to client service requestsPrepare investment proposalsSupport multiple roles across the practice – advisory, financial planning, operations, and relationship management – through a variety of tasksFollow and have knowledge of regulatory requirementsWhat You'll Bring3 or more years of experience in investment management businessCFP® certification or on track to obtain certificationSecurities representative licenses, Series 65 or 66Introductory knowledge of different financial planning and investment conceptsDemonstrated analytical and problem-solving skillsAble to handle multiple undertakings at once, ranging from analytical to relational tasksTeam-oriented to support a growing advisory practiceExperience with eMoney, Salesforce, and Tamarac a plusWhat We OfferAnnual base salary of $75,000-$80,000 based on qualifications and experienceCoverage on the first day of employment for Medical, Dental, and Vision insurancePaid parental leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)401k Matching planHSA Employer contributionsStudent loan assistanceAN 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.Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.3160 Crow Canyon Rd, San Ramon, CA 94583, USA#J-18808-Ljbffr

About the Company

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HighTower Advisors