Your Future Team Highland is a rapidly growing wealth management practice that specializes in helping clients maximize their opportunities in money and life. As Wealth Confidants we use our financial muscle, culture of caring and connection, and proprietary training and tools for the purpose of helping clients connect their wealth to a life of meaning and purpose in order to experience the joy of thriving.
The Associate role is intended to provide meaningful support to Advisors and Associate Advisors in client relationships. Associates support the execution of the overall service offering for assigned clients in partnership with Advisors and Associate Advisors. Accuracy, strong organization, and timely implementation of deliverables are essential to this role.
What You’ll Do • Create and update financial planning analyses and modeling scenarios under the direction of Advisors and Associate Advisors. • Assist with tax, estate, insurance, portfolio, and cash flow analyses. • Prepare client meeting materials, presentations, agendas, and follow up documentation. • Maintain accurate client data across planning tools, custodial platforms, and CRM systems. • Execute client service tasks and support implementation of planning recommendations. • Draft and coordinate client communications as directed. • Create and maintain Executive Summary reports. • Manage workflow and track action items to ensure client deadlines are met. • Participate in client meetings as a supporting team member. • Work collaboratively with internal team members on client service initiatives. • Demonstrate continued learning across all financial planning subject areas. • Provide input on improving processes, systems, and overall team effectiveness. • Continued personal and professional development. • Other projects and duties may be required.
What You’ll Bring • Foundational knowledge of financial planning concepts • Bachelor’s Degree • 1–3 years of experience in financial services or a related field • Highly organized • Strong written and verbal communication skills • Team first mentality
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 • Base salary of $70,000- $80,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
Hightower’s 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., the firm operates as a registered investment advisor (RIA).
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.
