Your Future Team
At RDM Financial Group, we offer a holistic financial planning experience: a personalized, purpose-driven, client-advisor relationship designed to contribute to each of our high-net-worth clients’ overall planning processes. Our desire is to create better financial outcomes by managing each client's financial life, helping them make better financial decisions while delivering a positive client experience.
What You’ll Do
We are looking for a successful Wealth Advisor who truly loves helping people navigate their complex financial lives. You will bring RDM’s mission to life, and in doing so, will directly deliver the highest-end client service to our high-net-worth families.
- Participate actively in the firm’s business development strategies, source new client relationships, and introduce our services and value proposition to prospective clients.
- Build a wider network of clientele. Target and foster relationships with centers of influence (COI’s), new business opportunities, family offices, and other niche markets.
- Conduct in-depth client reviews to uncover new business opportunities.
- Take primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirements. Meet with clients to form a financial plan, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance.
- Be an integral member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth.
- Utilize the firm’s client-centered wealth management philosophy to guide advisory services for individual clients and their families.
- Collaborate with other tax, legal, and insurance professionals to develop a client’s entire financial roadmap and ensure progress in achieving goals.
- Support the firm’s overall financial planning process with analysis and preparation of prospective and current clients' planning and investments.
- Review client accounts regularly to determine if adjustments are needed because of personal or financial changes.
- Contact clients and prospective clients with relevant information about market updates that may affect their investments. Systematically communicate with prospective clients and track progress.
- Be involved in your community while representing Hightower.
- Become a Trusted Advisor for our clients and Centers of Influence.
What You’ll Bring
- Bachelor's degree in finance or related field, CFP, CIMA, CPA, or other designations
- Series 7 License: 65 or 66 licenses. Insurance licenses are ideal.
- 5-10 years of prior experience in Financial Planning and/or Wealth Management.
- Knowledge of insurance/financial services industry, and markets across multiple asset classes.
- Demonstrable ability to communicate, present, and influence key stakeholders at all levels of an organization.
- Technical skills, including financial planning software, CRM, and investment platforms.
- Attitude of continuous life-long learning and intellectual curiosity.
- Relationship Builder. Strong interpersonal skills and an innate ability to build immediate rapport.
- Team player able to work in a collegial and close collaboration environment.
- Experience delivering client-focused solutions.
- Experience developing efficient strategies to "power” complex and diverse advisor practices.
What We Offer
- Base salary, discretionary EOY bonus, plus incentive compensation/revenue sharing
- 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
- Clear steps and goals for career progression, on-the-job training and support, resources for career development
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 vision of “well-th. rebalanced.” 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.
