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Associate Wealth Advisor | Client & Planning
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-17
Listing for:
Hightower Advisors
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Hightower Advisors is seeking an Associate Wealth Advisor to join a growing advisory practice in the United States. You will onboard clients, support client reviews, and prepare investment proposals while handling various tasks across advisory, planning, operations, and relationship management.
The role requires strong communication, teamwork, and a proactive approach to learning, with CFP certification or progress toward it and Series 65/66 licensing as assets.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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