About this role
Wealth Advisor - Hightower Signature Wealth at Hightower. Location: San Ramon, California, United States. Role: maintaining relationships, developing plans, preparing proposals Requirements: 5+ years as a licensed financial services professional, bachelor's degree required, CFP or ability to attain within 12 months, Series 65 or 66, clean U4 record, experience with eMoney, Salesforce, Tamarac, strong quantitative and communication skills, knowledge of tax/asset/estate/retirement planning. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney, Salesforce, Tamarac Certifications: cfp, series 65, series 66, clean u4 Commitment: Full Time Workplace: Onsite Languages: English