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Hightower Advisors, LLC
Associate Wealth Advisor - Hightower Signature Wealth
Career Insights for Personal Financial Advisor (General)
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$107,221 / year median in California
+5% projected growth
Job Description
Associate Wealth Advisor
- Hightower Signature Wealth Req #1893 3160 Crow Canyon Rd, San Ramon, CA 94583, USA Apply Share Job Description Posted Thursday, May 28, 2026 at 1:00 AM 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, and 401(k) consulting and cash management services to corporations.
- advisory, financial planning, operations, and relationship management
- through a variety of tasks Follow and have knowledge of regulatory requirements What You'll Bring 3 or more years of experience in investment management business CFP® certification or on track to obtain certification Securities representative licenses, Series 65 or 66 Introductory knowledge of different financial planning and investment concepts Demonstrated analytical and problem-solving skills Able to handle multiple undertakings at once, ranging from analytical to relational tasks Team-oriented to support a growing advisory practice Experience with eMoney, Salesforce, and Tamarac a plus What We Offer Annual base salary of $75,000•80,000 based on qualifications and experience Coverage on the first day of employment for Medical, Dental, and Vision insurance Paid parental leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver) 401k Matching plan HSA Employer contributions Student loan assistance Pet insurance