Job summary
Job post source
This job is directly from Hightower Advisors
Job overview
The Wealth Advisor at VWG Wealth Management, an affiliate of Hightower Advisors, manages high-net-worth client relationships focusing on financial planning and goal setting to deliver customized investment solutions.
Responsibilities and impact
The advisor will transition and manage client relationships, conduct meetings, develop financial plans, collaborate with investment and service teams, support business growth, and ensure compliance with company policies.
Compensation and benefits
The company offers a flexible hybrid work schedule, flexible paid time off, two weeks to work from anywhere, and a collaborative, family-friendly work environment with opportunities for professional development and career progression.
Experience and skills
Candidates need a bachelor's degree, at least 5 years of relevant experience, and a Certified Financial Planner® designation or similar professional credentials; strong communication, strategic planning, and technology skills are essential.
Career development
The company supports employee happiness and professional growth with a collaborative environment, long employee tenure, and ample opportunities for learning and career advancement.
Work environment and culture
VWG Wealth Management values a fun, collaborative, and flexible work culture ideal for working parents, emphasizing employee well-being and teamwork.
Company information
VWG Wealth Management is a planning-driven wealth management team affiliated with Hightower Advisors, recognized as a best place to work and focused on serving high-net-worth clients.
Team overview
The advisor will work in a team environment collaborating with investment, financial planning, service teams, and other wealth advisors, reporting to a Senior Wealth Advisor partner.
Job location and travel
The position is based in Tysons Corner, VA, with a flexible hybrid work schedule allowing some remote work.
Unique job features
The role involves using advanced financial planning and reporting software like eMoney, BlackDiamond, and Fidelity’s Wealthscape, and includes opportunities to contribute to educational content and network within the business community.
Company overview
Hightower Advisors is a wealth management firm that provides financial advisory services to individuals, families, and institutions. They generate revenue through advisory fees, asset management, and financial planning services. Founded in 2008, Hightower has grown significantly by acquiring independent advisory firms and integrating them into its platform, offering a blend of independence and support. The company emphasizes a fiduciary approach, ensuring that advisors act in the best interests of their clients.
How to land this job
Tailor your resume to emphasize your experience managing high-net-worth client relationships, financial planning expertise, and ability to collaborate with investment and service teams, reflecting the core responsibilities at VWG Wealth Management.
Highlight your proficiency with financial planning software such as eMoney, BlackDiamond, and Fidelity’s Wealthscape, along with your strategic planning skills and client retention successes, as these are key to the role.
Apply through multiple platforms including Hightower Advisors’ corporate website and LinkedIn to maximize your chances and ensure your application is seen by the right hiring managers.
Connect with current Wealth Advisors and team members at VWG Wealth Management on LinkedIn, initiating conversations with ice breakers like commenting on recent firm achievements, asking about team culture, or inquiring how they approach client transitions and financial planning.
Optimize your resume for ATS by incorporating keywords from the job description such as 'wealth advisor,' 'financial planning,' 'high-net-worth clients,' 'client retention,' 'investment strategies,' and specific software names to pass initial screenings.
Use Jennie Johnson’s Power Apply feature to automate tailored applications, identify multiple application portals, and find LinkedIn connections for networking, allowing you to focus more on preparing for interviews and refining your professional brand.
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