Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 45 days ago

Associate Wealth Advisor - Hightower Signature Wealth

Hightower65 open roles

Where
Downers Grove, IL, USA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAssociate Wealth Advisor - Hightower Signature WealthHightower · Downers Grove, IL, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Hightower's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.4%3 days
  3. 7.8%7 days
  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 45 days ago

The posting

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 financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).   Your Future Team You will join a collaborative and client focused wealth management team dedicated to delivering comprehensive financial planning and exceptional client service. Reporting directly to a Lead Wealth Advisor, the Associate Wealth Advisor serves as a key partner in supporting client relationships, preparing financial planning analyses, and helping execute investment and wealth management strategies. This role is designed for individuals who aspire to become Lead Wealth Advisors and develop their own client relationships over time. In addition to supporting financial planning and investment analysis, the Associate Wealth Advisor will actively participate in business development activities, prospect engagement, and relationship building. The role provides a structured path toward greater client responsibility and long term career growth within wealth management What You'll Do The Associate Wealth Advisor supports advisors and clients by helping provide personalized wealth management solutions and ensuring a high-quality client experience. You will combine financial planning, investment analysis, relationship management, and operational support.

Assist Lead Wealth Advisors in managing client relationships and delivering comprehensive wealth management services Prepare financial plans, retirement projections, cash flow analyses, and estate planning summaries using firm approved planning software Participate in client meetings by preparing agendas, gathering documentation, taking notes, and assisting with follow up items Analyze client financial data and provide recommendations to support investment, retirement, tax, and estate planning strategies Monitor client portfolios and assist with investment reviews, rebalancing, and implementation of advisor recommendations Collaborate with custodians, attorneys, accountants, and other professional partners to facilitate client needs Serve as a trusted point of contact for clients while developing relationship management and advisory skills Maintain documentation and compliance standards consistent with fiduciary wealth management practices while supporting the client advisory process Support business development efforts through prospect meeting preparation, presentation materials, and follow up activities Stay current on financial planning concepts, investment strategies, and industry developments Participate in prospect meetings and new client onboarding conversations alongside Lead Advisors Develop relationship management and business development skills through direct client and prospect interaction. Assist in identifying opportunities to deepen existing client relationships and expand services provided to clients and their families. Support networking, referral, and community engagement initiatives that contribute to firm growth. Build the technical, planning, and relationship management skills necessary to progress toward a Lead Wealth Advisor role. Demonstrate a commitment to developing a personal business development strategy and advisory practice over time

What You'll Bring

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field 2 or more years of experience in wealth management, financial planning, investment advisory, or financial services CFP® designation completed, in progress, or willingness to pursue Working knowledge of financial planning concepts, investment management principles, and retirement planning strategies Strong analytical and problem-solving skills with the ability to interpret complex financial information Excellent verbal and written communication skills with a client service mindset Experience with financial planning and CRM software such as eMoney, MoneyGuidePro, Salesforce, or similar platforms FINRA Series 65 license, Series 6, or Series 7, Life & Health insurance licenses or ability to obtain within a specified timeframe preferred Demonstrated interest in developing a career as a Wealth Advisor and managing client relationships Interest in business development, networking, and cultivating long-term client partnerships

  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) 401k matching plan HSA employer contributions Student loan assistance Pet insurance In-office four days a week and work from home one day a week Base salary of $75,000-$95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

  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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Hightower's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Hightower's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Hightower's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.