About this role
Wealth Advisor at Hightower. Location: Oak Brook or Chicago. Role: building relationships, delivering plans, managing portfolios Requirements: Bachelor's degree, 5+ years wealth management or financial services experience, Series 65 (or ability to obtain), CFP/CFA/CPA desired, strong business development and interpersonal skills, proficiency with financial planning software, CRM and Microsoft Office. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Suite, CRM systems, financial planning software Certifications: series 65, cfp, cfa, cpa Commitment: Full Time Workplace: Hybrid Languages: English