Hightower Advisors · 8 hours ago
Wealth Advisor - Hightower Signature Wealth
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expHightower Advisors is a wealth management firm that provides investment, financial, and retirement planning services. They are seeking an experienced Wealth Advisor who excels in building client relationships and developing customized financial plans.
Financial Services
No H1B
U.S. Citizen OnlyHiring Manager
Catherine Crooks
Responsibilities
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
Qualification
Required
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—can provide a concise investment thesis for a range of audiences (from portfolio manager to unsophisticated client)
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
You will be required to be accepted into the SAN (Schwab Advisor Network) through successful background check
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
Preferred
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; experience 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
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
Company
Hightower Advisors
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.
Founded in 2008Westport, Connecticut, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bob Oros
Chairman and Chief Executive Officer
Dan Watanapongse
CFO
Recent News
Institutional Investor
2025-10-07
Institutional Investor
2025-09-30
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