Director, Wealth Solutions

Our Story Founded in 2008, Hightower is a wealth management firm 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 vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).   Our commitment to our culture is demonstrated every day through the Hightower Way.  By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others’ perspectives, and have an uncompromising dedication to excellence.    Your Future Team As a Director, Wealth Solutions, you will be responsible for working with advisors to provide financial and estate planning solutions to clients. You will work closely with cross-functional teams, including Advisor Engagement, Marketing, and others to achieve our growth and business objectives. Your role will include enhancing our planning capabilities and providing educational resources to our advisors and customers alike.   What You’ll Do Serve as a Hightower brand ambassador by upholding The Hightower Way cultural elements – Mission, Purpose, V.A.L.U.E. Experience, Commitment and Standards, promoting excellence in the internal and external client experience during every encounter. Improve consistency in every client and colleague encounter by embodying the core principles of our Hightower V.A.L.U.E. Experience (Validate, Actively Listen, Leverage Resources, Understand Ownership, Express Gratitude) Cultivate and maintain strong relationships with advisors to help drive, facilitate and implement Wealth Solutions offerings including Hightower Trust Company services. Provide comprehensive, personalized financial advice, estate planning strategies, charitable giving opportunities, and tax optimization solutions tailored to clients’ specific circumstances. Create detailed financial plans for clients, including retirement planning, estate distribution, and wealth transfer strategies. Collaborate with Wealth Solutions team members to review wills, trusts, and other legal documents to ensure coordination with financial and estate planning goals. Stay up-to-date with evolving estate laws and tax regulations, incorporating changes into clients' financial and estate plans as necessary Conduct educational seminars and workshops for clients and prospects on topics related to estate planning, wealth management, and financial literacy. Create and implement effective training and educational programs that equip our advisors with the necessary skills and knowledge to excel in their roles. Develop educational materials, workshops, webinars, and other resources.   What You’ll Bring                                         Bachelor's degree in finance, economics, business, or a related field 3 - 5 years of experience in delivering financial and estate planning solutions to clients Proficiency using financial planning tools such as eMoney, MoneyGuidePro, and related software Certified Financial Planner certification Demonstrated success in creating and implementing educational programs or training initiatives Passion for continuous learning and keeping up-to-date with industry advancements   What We Offer 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) Flexible PTO plan Hybrid model work schedule (50% in office) 401k matching plan HSA employer contributions Student loan assistance Pet insurance We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable and inclusive community We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve individual and collective well-th goals   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.