Your Future Team
Hightower Wealth Advisors | St. Louis (HTSTL) is a high-net-worth wealth planning firm, with assets under management of approximately $1.4 billion. We are an established and successful financial advisory firm which is part of the larger Hightower network. Our firm is an ensemble, where team members collaborate as one on behalf of our clients. We truly believe our collaborative relationships and approach creates an outstanding result for every client we serve.
Shunning the legacy “sales” driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life’s journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing diversity of age, race, gender, backgrounds, and skills. It is through this ensemble approach we attempt to create ever increasing value to our clients.
Make a plan. Make an investment. Make a difference.
We are looking for a Financial Planner to help bring our mission to life. The Financial Planner is an important team member and delivers value to our clients. You will report to the Director of Financial Planning.
The Role:
- Assist advisors on the team with data gathering
- Prepare client financial plans with scenario modeling
- Prepare client wealth management reviews
- Create custom analyses of client financial decisions
- Assist other advisors on the team with larger, more complex, client situations
- May participate in client meetings, but not required to advise clients or develop new relationships
- Participate in projects and internal working groups to ensure maximum delivery of value to clients in firm initiatives
- Develop familiarity with our client service offering, including planning, investments, and other value-added services
What You Bring to Us:
- Strong interpersonal skills: a relationship builder; curiosity about people and their behaviors
- Natural desire to be a problem solver
- Ability to work effectively and respectfully in a team environment; ready to pitch in
- Attention to detail
- Excellent verbal and written communication skills
- Ability to manage changing priorities in a day, and set expectations with others
- Appetite to learn
- Series 7/66 or Series 65 a plus
- Certified Financial Planner (CFP), or progress in completing the CFP
- Technological skills, including CRM and financial planning software
- 1-3 years+ of financial services experience
What We Bring to You:
We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role.
We believe the foundation of an extraordinary, high performing, team is one in which each individual team member is permitted, encouraged, and supported to manage and develop their unique gifts and strengths. When combined with teammate’s unique gifts and strengths, the ensemble team is formed. It is in this way that when the individual team members succeed, the team succeeds, the client succeeds, and the community at large succeeds. We do not view these as mutually exclusive.
We provide:
- Starting base salary of $70,000-$90,000, not including bonuses
- Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over time
- Defined path to firm partnership and leadership roles
- On the job training for hard and soft skills, including mentorship
- Resources for career development
- Support for continuous learning
- A full suite of benefits, including health, dental, and vision insurance
- 401(k) with match
- Paid time off
- Flexibility to work in a hybrid format (in office & virtual)
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on 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 have
other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
