Wealth Advisor, Director - ower Signature Wealth, Valparaiso

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 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).

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 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).

As a Wealth Advisor, you will be a trusted partner to high-net-worth individuals and families, helping them navigate complex financial decisions and achieve their long-term goals. Working collaboratively with an experienced team of advisors and client service professionals, you will lead client relationships, deliver comprehensive financial planning, and provide customized wealth management solutions. You will report to senior leadership and contributes to client retention, business development, and the growth of the practice.

• Build trusted relationships with high-net-worth individuals, families, executives, and business owners
• Develop and deliver comprehensive financial plans covering retirement, investment, tax, estate, risk management, and cash flow planning
• Lead client meetings and present tailored wealth management strategies aligned with client goals
• Manage client investment portfolios, making recommendations based on investment goals, risk tolerance, and market conditions
• Coordinate with attorneys, accountants, and other professional advisors to implement integrated planning strategies
• Identify opportunities to deepen existing client relationships through additional planning and advisory services
• Create new business through referrals, networking, centers of influence, and prospect meetings
• Stay informed on industry trends, market developments, and regulatory requirements helping clients
• Ensure all client activities and recommendations comply with firm policies and regulatory standards
• Mentor and collaborate with Associate Wealth Advisors and support team members to deliver outstanding client experience

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
• 5+ years of experience in wealth management, financial planning, investment advisory, or financial services
• CFP®, CFA®, CPA, or other relevant professional designations
• Demonstrated experience growing client relationships
• Knowledge of investment management, retirement planning, tax strategies, estate planning, and risk management concepts
• Experience developing comprehensive financial planning recommendations and communicating them
• Excellent interpersonal, presentation, and relationship management skills
• Strong business development and networking skills with a client first mindset
• Proficiency with financial planning software, CRM systems, and Microsoft Office Suite
• FINRA Series 65 license or equivalent registration required, or ability to obtain within a defined timeframe

• Coverage on the first day of employment for…