Hightower

Role Description The Wealth Planner plays a critical role in the execution and delivery of the practice client service model. This position is responsible for managing day-to-day client operations, maintaining data integrity across systems, and ensuring all planning and service workflows are executed with precision and consistency. This role serves as the central point of coordination between advisors, clients, and operations. While this position supports the financial planning process through data entry and preparation, it is not responsible for developing recommendations. The primary focus is on practice management, operational execution, and delivering seamless client experience. What You’ll Do - Practice Management & Workflow Execution - Execute and maintain practice wide workflows across CRM and operational systems - Ensure all client and operational tasks are completed accurately and on time - Track and manage multiple workflows simultaneously, maintaining visibility across all open items - Identify inefficiencies and recommend process improvements - Support consistency and scalability of internal processes - Client Service & Relationship Support - Serve as a primary point of contact for client service needs and inquiries - Deliver a high-touch, responsive client experience aligned with practice standards - Translate client requests into actionable tasks and ensure timely follow-through - Maintain accurate client records, including preferences, life events, and account details - Proactively communicate updates and status to clients and advisors - Maintain CRM integrity and ensure all client and workflow data is properly recorded - Support document management, reporting, and administrative tracking - Client Review & Meeting Coordination - Coordinate scheduling and logistics for all client review meetings - Prepare meeting materials, agendas, and supporting documentation - Ensure all pre-meeting tasks are completed, including data updates and organization of materials - Track and follow up on all post-meeting action items to completion - Financial Planning Support & Data Management - Input, update, and maintain client financial data within eMoney - Ensure all planning data (income, expenses, assets, liabilities, insurance, estate details) is accurate and current - Incorporate client documents such as tax returns and account statements into planning systems - Prepare and organize data to support advisors in plan development and updates - Refresh financial plans with updated data ahead of client meetings - Identify missing or inconsistent data and proactively resolve gaps - Investment & Cash Flow Coordination (Execution Support) - Monitor client account activity including cash needs, distributions, and funding requirements - Coordinate execution of advisor-directed investment and cash management actions - Track recurring distributions and ensure operational accuracy - Flag items requiring advisor attention such as excess cash or upcoming maturities Qualifications - 3–7 years of experience in client service, operations, or practice management within a wealth management or RIA. - Experience with CRM systems (e.g., Salesforce) - Familiarity with financial planning software (e.g., eMoney), particularly data entry and maintenance - Series 65/66 required, CFP® is a plus - Strong organizational and multitasking abilities - High attention to detail and commitment to accuracy - Excellent communication skills and client-facing professionalism - Proactive, process-oriented mindset with strong follow-through - Highly organized and execution-focused - Detail-oriented with strong ownership of responsibilities - Proactive and responsive in managing client and team needs - Comfortable working behind the scenes to ensure everything runs smoothly - Client-first mindset with a focus on consistency and reliability 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 - Base salary of up to $100,000 plus discretionary bonus (exact base salary amount will be dependent on experience) Company Description Founded in 2008, Hightower is a wealth management practice 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).

Role Description We are looking for an experienced 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, adept at managing client relationships, perform 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 Managing Director. We are open to the possibility of remote candidates if you are located in Northern California, or the Phoenix, AZ area. What You'll Do - Maintain and expand existing client relationships, leading a first-class onboarding experience for new client relationships - Develop and implement customized financial plans - Conduct in-person portfolio and planning reviews - Prepare investment proposals - Collaborate with our referral partners - Support our business development efforts - Follow and have knowledge of regulatory requirements What You'll Bring - Strong professional communication and interpersonal skills - Ability to motivate yourself to manage a book of clients and provide an impeccable experience - Experience in building immediate relationships with personnel and clients - Strong EQ and ability to connect with clients on a deeper level to discover their true motivations and priorities - Experience with financial planning concepts; delivering applicable advice and partnering with clients in implementing a financial plan - Experience creating client relationships – through high retention rate, increased wallet share capture, and receiving referrals Requirements - 5+ years of experience as a licensed financial services professional - Bachelor's degree required - Clean U4 Compliance Record - CFP® certification or the ability to attain certification within 12 months - Excellent quantitative, verbal, and written communication skills - Knowledgeable in personal tax, asset management, financial planning, insurance, estate, and retirement planning - Demonstrate analytical skills - Team-oriented individual to support a growing advisory practice - Experience with eMoney, Salesforce, and Tamarac - Securities representative licenses (Series 65 or 66) - FINRA - Acceptance into the SAN (Schwab Advisor Network) through successful background check 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) - PTO plan - 401k matching plan - HSA employer contributions - Student loan assistance - Pet insurance