Senior Wealth Advisor Touch, –Clients

Your Future Team

6

Meridian is a Wichita based registered investment firm founded in 2016. Through our 2021 partnership with Hightower, we have gained enhanced resources to support continued growth, talent development, and operational excellence. Our team of 35 professionals serves over 800 households and manages approximately 5 billion in assets under custody as of December 2025.

We deliver sophisticated investment management and integrated wealth advisory services tohigh-net-worth individuals and institutions. Our mission is to improve the financial lives of our clients through advanced investment strategies, comprehensive planning, and exceptional relationship management.

As part of our continued growth, we are addressing a capacity gap across client relationships in the 1 million to 5 million range. This role is critical to ensure these clients receive dedicated advisory support while positioning relationships for long term continuity and transition.

What You’ll Do

Client Relationship Management

• Serve as both lead and co-lead advisor supporting client relationships in the $1M–$5M segment
• Deliver integrated investment and financial planning recommendations
• Build strong client relationships through proactive communication and high touch service

Financial Planning & Investment Support

• Develop and maintain financial plans using eMoney
• Support portfolio oversight, asset allocation, and implementation of investment strategies
• Partner with senior advisors on complex planning and investment decisions

Client Experience

• Coordinate client meeting preparation, including agendas, materials, and follow-ups
• Ensure timely execution of client requests, account maintenance, and CRM documentation
• Collaborate with paraplanning and operations teams to deliver a seamless experience

Relationship Growth

• Identify opportunities to deepen client relationships
• Contribute to team-based client retention and growth efforts

What You’ll Bring

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

• 3-5 years of meaningful client facing experience in wealth management, advisory, or paraplanning roles

• CFP designation or active progress toward completion strongly preferred

• Active Series 7 and Series 66 licenses or equivalent

• Strong financial planningexpertisewith the ability to translate complexity into clear client guidance

• Service oriented mindset with a passion for delivering ahigh-quality client experience

• Demonstrated ability to collaborate effectively within a team environment

• Excellent communication, presentation, and organizational skills

• High levelof professionalism, integrity, and client first orientation

What We Offer

• Medical, dental, and vision insurance effective day one

• Paid parental leave
  16 weeksfor primary caregiver and8 weeksfor secondary caregiver

• 401k with employer match

• HSA employer contributions

• Student loan assistance

• Pet insurance

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm providing investment, financial, and retirement planning services to individuals, foundations, family offices, and corporations. With a national presence and headquarters in Chicago, Hightower supports independent advisors with capital solutions, operational infrastructure, and a collaborative community enabling them to grow their businesses and help clients achieve their financial vision.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.