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Open nowPosted 2 days ago

Wealth Advisor - Hightower Signature Wealth

Hightower65 open roles

Where
Hingham, MA, USA
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Your applicationOpen nowWealth Advisor - Hightower Signature WealthHightower · Hingham, MA, USA

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  5. 33.7%30 days
This job: posted 2 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 Hightower Signature Wealth is a client focused wealth management team committed to delivering exceptional financial guidance and a highly personalized client experience. Serving high net worth individuals, families, and business owners, the team provides comprehensive wealth management solutions, including investment management, financial planning, retirement planning, and legacy strategies. As part of Hightower, Hightower Signature Wealth offers the entrepreneurial culture of a local advisory practice combined with the resources, technology, and support of a nationally recognized organization. Our team is passionate about building lasting client relationships and helping clients achieve confidence in their financial future.   What You’ll Do  We are looking for a compassionate and detail-oriented Wealth Advisor with strong financial planning capabilities and an interest in helping clients navigate major life transitions. The advisor will develop and maintain comprehensive financial plans for individuals and families across a range of needs and life stages. Divorce planning will be an important area of focus, and the ideal candidate will bring the empathy, technical knowledge, and sound judgment needed to guide clients through the financial complexities of separation and divorce.  

Serve as a primary advisor to individuals and families, developing a thorough understanding of their goals, priorities, and financial circumstances Prepare and maintain comprehensive financial plans addressing cash flow, investments, retirement, taxes, estate planning, insurance, and risk management Conduct in-depth financial assessments of income, expenses, assets, liabilities, tax considerations, liquidity needs, and risk tolerance Translate complex financial information into clear recommendations and practical next steps Coordinate with investment, tax, estate planning, insurance, and other professionals to provide integrated advice Monitor financial plans and recommend adjustments as client circumstances, markets, tax laws, and long-term goals change Provide specialized financial planning and analysis for clients who are considering, navigating, or rebuilding after divorce Develop settlement scenarios and evaluate the short- and long-term effects of asset division, support arrangements, taxes, retirement assets, insurance, and housing decisions Collaborate with family law attorneys, mediators, accountants, and other professionals to support informed and well-coordinated outcomes Support mediation, collaborative divorce, or litigation matters when appropriate through clear analysis, documentation, financial reporting, and, when needed, expert testimony Participate actively in business development by cultivating prospective clients and referral relationships, with particular emphasis on divorce and other significant life transitions Build and maintain a broad network of centers of influence, including attorneys, accountants, mediators, therapists, and other professional advisors

  What You’ll Bring

Bachelor's degree in finance, accounting, economics, or a related field Certified Divorce financial Analyst designation, or willingness to obtain the designation CFP designation strongly preferred; CPA, CFA, or other relevant credentials are a plus 5-10+ years of experience in financial planning, wealth management, or a related advisory role Experience developing comprehensive financial plans and advising clients on cash flow, investments, retirement, tax, estate planning, insurance, and risk management Strong understanding of divorce-related financial issues, including property division, support, tax considerations, and retirement asset distribution Experience working with attorneys, accountants, mediators, or other professional advisors; collaborative divorce experience is a plus Advanced analytical skills and experience with financial planning and modeling tools Ability to manage sensitive client situations with empathy, discretion, professionalism, and sound judgment Excellent communication skills and the ability to explain complex financial topics clearly Strong relationship-management and business-development skills Strong organizational skills and the ability to manage multiple clients, projects, and deadlines Commitment to continuous learning across comprehensive and divorce-related financial planning Collaborative, team-oriented approach and a proven ability to build trusted, long-term client relationships

  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 Hybrid in office schedule: 3 days in office to Hingham, MA Base salary of $150,000-$170,000 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.    

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