Job summary
Job post source
This job is directly from Hightower Advisors
Job overview
The Senior Wealth Manager at Hightower Advisors plays a key role in delivering personalized wealth management services, including investing, financial planning, and tax mitigation, to clients within a collaborative team environment.
Responsibilities and impact
The Senior Wealth Manager will provide comprehensive financial advice, conduct client reviews, develop financial plans, collaborate with internal teams and external professionals, and assist in business development to support client goals and company growth.
Compensation and benefits
The role offers medical, dental, and vision insurance coverage from day one, 401k matching, paid parental leave, student loan assistance, pet insurance, flexible benefits, vacation time, and flexible scheduling.
Experience and skills
Candidates must have a bachelor's degree in finance or accounting, 7+ years client-facing experience, CFP®, CPA, or CFA designation, detailed tax and estate planning knowledge, familiarity with small business owners and physicians, and proficiency with financial platforms like Salesforce and eMoney.
Career development
The company offers plentiful opportunities for internal growth and career development within a growing practice.
Work environment and culture
Hightower Advisors fosters a collaborative, client-focused culture emphasizing fiduciary, fee-only advice and diversity of backgrounds and skills in a supportive team environment.
Company information
Founded in 2008, Hightower Advisors is a wealth management firm providing investment and financial planning services to individuals and institutions, operating as a registered investment advisor with a national presence.
Team overview
The candidate will join the Bluerock Wealth Management team, part of the larger Hightower network, working closely with partners and a diverse team to deliver client value.
Unique job features
This role emphasizes a fiduciary, fee-only practice with a holistic, data-driven approach and offers a flexible career path tailored to individual strengths.
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
Position your resume to highlight your 7+ years of client-facing experience and specialized designations like CFP®, CPA, or CFA, emphasizing your expertise in tax planning, estate planning, and working with small business owners or physicians.
Focus on showcasing your ability to deliver personalized wealth management services, including financial planning, investment advice, and collaboration with CPAs, attorneys, and other professionals to meet client goals.
Apply through multiple channels including Hightower Advisors’ official corporate website and LinkedIn to maximize your application visibility and ensure it reaches the right hiring managers.
Connect on LinkedIn with current Senior Wealth Managers or Partners at Hightower Advisors, starting conversations with ice breakers such as complimenting their client-centric approach or asking about how the team integrates technology like Salesforce and Black Diamond into their workflow.
Optimize your resume for ATS by incorporating keywords from the job description such as 'fiduciary fee-only,' 'tax mitigation,' 'estate planning,' 'financial planning,' 'client-facing,' and specific platform names like 'Salesforce' and 'eMoney' to increase your chances of passing automated screenings.
Utilize Jennie Johnson’s Power Apply feature to automate tailored applications, identify multiple job posting sources, and discover relevant LinkedIn connections, allowing you to focus your energy on preparing for interviews and networking effectively.
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