Hightower Advisors · 2 hours ago
Senior Wealth Advisor - Investment Security Group
Denver, CO
Full-time
Onsite
Senior Level
$140K/yr - $160K/yr
7+ years expHightower Advisors is a wealth management firm that provides investment, financial and retirement planning services. They are seeking an experienced Senior Wealth Advisor to cultivate deep relationships with clients and manage their investments, taxation, estate planning, and retirement planning.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Maintain and expand existing client relationships ensuring the successful transition and retention of clients
Attract and develop new client relationships by promoting a network of COI’s, referrals and community involvement, in addition to working with prospective clients
Oversee the preparation of client financial plans and comprehensive client wealth management reviews, and present these to clients
Establish client investment goals, asset allocation, risk tolerance, cash flow planning, and due diligence
Develop strong relationships with clients becoming a trusted resource for all aspects of their financial lives
Maintain frequent contact with clients including periodic out of state travel for in-person meetings
Regularly communicate with clients regarding their financial plan, updating with all circumstances, needs and objectives and reviewing investment performance. Educate clients about market conditions and evidence-based investment principles, regulatory or tax changes, and other factors that may influence clients’ decisions or behavior
Contribute to our Investment Committee discussions around asset allocation and security selection
Qualification
Required
7 or more years of direct client-facing experience in the investment / wealth management business
Bachelor's degree
Knowledgeable in advanced planning concepts to include personal tax, asset management, financial planning, insurance, trust and estate, and retirement planning
Series 65
Experience with financial planning concepts; experience delivering applicable advice and implementing their financial plan
Experience with tax, advanced planning, estate and trust, and philanthropic strategies
Excellent written and verbal communication skills and the ability to simplify complex concepts for clients with different levels of investment experience
Work respectfully in a team environment supporting a growing advisory practice
Preferred
CFP® certification preferred
Insurance licenses a plus
Benefits
Coverage on the first day of employment for medical, dental, and vision insurance
401k Matching Plan
Paid Parental Leave
Student Loan Assistance
Pet Insurance
Flexible PTO Plan
Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
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
Company data provided by crunchbase