Wealth Advisor - Hightower St. Louis

Your Future Team

Hightower is an industry-leading financial services firm managing approximately $100B in client assets and offering objective wealth management advice. Hightower is one of the nation's largest Registered Investment Advisors (RIA), ranked #2 by Barron's on the 2021 list of top 100 RIA firms in the United States, up from #3 in 2020.

Hightower Wealth Advisors | St. Louis (HTSTL) is a high-net-worth wealth planning firm, with assets under management of approximately $1.2 billion. Our roots trace back to two trailblazing women who founded and led planning firms, roughly 30 and 40 years ago.

We are an established and successful financial advisory firm which is part of the larger Hightower network. Our firm is an ensemble, where team members collaborate as one on behalf of our clients. We truly believe our collaborative relationships and approach creates an outstanding result for every client we serve.

Shunning the legacy "sales" driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life's journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of age, race, gender, backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients.

Make a plan. Make an investment. Make a difference.

We are looking for a Wealth Advisor to help bring our mission to life. The Wealth Advisor is an important team member and directly delivers value to our clients. We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don't need to feel locked into a fixed path or role. You will report to the Managing Partner.
What You'll Do

• Lead and manage existing client relationships
• Lead client meetings
• Help preparation of client financial plans and comprehensive client wealth management reviews, and present these to clients
• Work with the team on larger and more complex client situations
• Identify and nurture prospect clients
• Attract and develop new client relationships by promoting a network of COI's, referrals and community involvement, in addition to working with leads
• Strengthen existing client relationships by introducing our services and value proposition to prospective relationships
• Become familiar with our client service offerings, including planning, investments and other value added services
• Participate in projects and internal working groups to ensure maximum delivery of value to clients in firm programs
• Represent Hightower in the broader community through volunteer roles in not-for profit endeavors

What You'll Bring

• Relationship builder
• Natural desire to be a problem solver
• Work effectively and respectfully in a team environment; ready to pitch in
• Take pride in attention to detail*
• Ability to manage changing priorities and set expectations with others
• Appetite to learn
• Desire to affect the community, through both professional networking and charitable endeavors
• Series 7/66 or Series 65; Insurance licenses a plus
• Certified Financial Planner (CFP), or progress in completing the CFP, a plus.
• Technological skills including CRM and financial planning software
• 3 or more years of financial services experience

What We Offer

• Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over time
• Defined path to firm partnership and leadership roles
• On the job training
• Resources for career development
• Support for continued learning
• Mentorship
• A full suite of benefits, including health, dental, and vision insurance
• 401(k) with match
• Paid time off
• Flexibility to work in a hybrid format #LI-Hybrid

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

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.