Mishawaka Main Office, Another Hilltop Office, or Remote within the U.S. | Full-time Build portfolios. Support planning. Grow toward an advisory career. Whether you are already working in financial services and ready for a broader opportunity, or you are looking for the right way to begin a career in the industry, this role offers a distinctive path forward. You will help oversee firmwide portfolio rebalancing, contribute to investment research and committee discussions, support comprehensive financial planning, and learn how a successful independent advisory firm serves clients from the inside out. Why this opportunity stands out This is an excellent opportunity to expand your investment and planning experience while building the knowledge needed for a long-term career in wealth management. You will join a collaborative, growing firm where investment work, comprehensive planning, tax awareness, and client service come together. For a motivated candidate, this role can develop into an advisory position. We will provide broad exposure to the business and support a structured professional-development path, including licensing and CFP® studies when appropriate. About Hilltop Hilltop Wealth & Tax Solutions is an independent Registered Investment Advisory firm built around comprehensive financial planning. We provide coordinated wealth management, retirement planning, tax, accounting, and payroll services to individuals and business owners across the country. Our tax and accounting division allows our advisors and professionals to consider a client's full financial picture and work collaboratively across disciplines. From our six offices in the Michiana region and Fort Myers, Florida, we operate as one team to deliver world-class service and thoughtful advice to existing and prospective clients. What you will doPortfolio management and investment support

• Oversee and coordinate the firmwide portfolio-rebalancing process, helping ensure client portfolios remain aligned with approved models, target allocations, cash needs, and advisor instructions.
• Prepare for and attend Investment Committee meetings, including organizing materials, documenting follow-up items, and supporting implementation of committee decisions.
• Assist with individual stock research and prepare clear, advisor-ready research reports and monitoring updates.
• Partner with advisors to establish, review, and maintain client asset-allocation targets and identify accounts requiring attention.
• Support portfolio actions related to client money requests, cash needs, deposits, withdrawals, and rebalances, with careful attention to timing, accuracy, taxes, and documentation.
• Help improve investment workflows, controls, reporting, and consistency across the firm. Financial planning and advisor support
• Learn the firm's financial-planning software and assist advisors with data gathering, plan preparation, scenario analysis, and client-review materials.
• Review client and prospective-client statements and other financial documents for accurate entry into planning systems.
• Support investment-related meeting preparation and completion of post-meeting tasks.
• Gain practical exposure to comprehensive planning, investment management, and the advisor-client relationship. Client service and investment operations
• Learn and support the core operational work of an advisory firm, including new-account and maintenance paperwork, account transfers, beneficiary and registration changes, and custodian follow-up.
• Assist with client money movements, distributions, deposits, journals, and related requests, ensuring instructions and documentation are complete and accurate.
• Coordinate with advisors and client-service team members to track requests through completion and communicate status promptly.
• Maintain accurate digital records and help ensure Know Your Client, risk-tolerance, and other required documentation remains current.
• Build fluency with the firm's custodian, CRM, planning, trading, and related technology platforms. What we are looking for
• Bachelor's degree in finance, economics, business, financial planning, or a related field; comparable education and relevant experience will also be considered.
• A genuine interest in investments, portfolio management, comprehensive planning, and a long-term career in wealth management.
• Working knowledge of asset allocation, diversification, risk tolerance, and portfolio theory.
• Strong analytical ability, attention to detail, sound judgment, and the discipline to follow work through to completion.
• Excellent organization and time-management skills, with the ability to prioritize multiple requests and deadlines.
• Clear written and verbal communication skills and a helpful, collaborative, client-first approach.
• Proficiency with Microsoft Office, especially Excel, Word, and PowerPoint. Preferred qualifications
• MBA, master's degree in a related discipline, or equivalent advanced business and investment experience.
• Series 65 license or another credential that satisfies applicable investment-adviser representative requirements.
• Experience in an RIA, wealth-management, investment-management, brokerage, banking, or financial-planning environment.
• Experience with portfolio-rebalancing, custodial, CRM, or financial-planning technology; familiarity with Charles Schwab Advisor Center or Salesforce is helpful.
• Progress toward, or interest in pursuing, the CFP® certification.

Professional development and career path We do not expect every strong candidate to arrive with every license or designation. For the right person, Hilltop will support beginning the appropriate licensing process, if needed, followed by CFP® studies. Success in this role can create a pathway into an associate-advisor and, ultimately, a client-facing advisory position based on performance, demonstrated capability, licensing, and the needs of the firm. Compensation, location, and benefits Competitive salary range based on experience: $52,000-$60,000. The position may be based in our main office in Mishawaka, Indiana, in one of our other Hilltop offices, or remotely from elsewhere in the United States. We are open to the arrangement that best fits the right person, provided the candidate can collaborate effectively with the team, maintain reliable availability, and fulfill the responsibilities of the role.

• Opportunity for a salary increase following the first 120 days of employment, based on demonstrated performance, progress, and contribution in the role.
• Bonus opportunity based on individual performance and firm results.
• Company-subsidized health insurance, with 75% of the premium paid by the firm, available after 30 days of employment.
• Company-provided short-term disability, long-term disability, and life insurance, available after 30 days of employment.
• Company 401(k) plan with employer match, available after one year of service.
• Best-in-industry paid time off.
• Generous family-leave policy.
• Paid holidays.

This is not a sales position. Employment in the financial-services industry is contingent upon successful completion of a thorough background check, including motor-vehicle, credit, and criminal-history reviews. How to apply Please submit a resume and cover letter through the Indeed platform. Direct calls to teh firm will not be accepted. Applications without a cover letter will not be considered.

Your cover letter should:

• Explain why you would be a strong fit for this position.
• State the compensation range you would like to discuss.
• Describe your three most defining characteristics or attributes.

This exercise helps us understand your writing skills, attention to detail, ability to follow directions, and the qualities you would bring to our team. Please follow these instructions carefully.

Pay:

$52,000.00 - $60,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Parental leave Professional development assistance Retirement plan Vision insurance

Education:

Master's (Preferred)

Experience:

Financial services: 3 years (Preferred)

Work Location:

Hybrid remote in Mishawaka, IN 46545