Associate Wealth Advisor - Fairport Wealth

Your Future Team:

Fairport Wealth is a values-based, purpose-driven practice that inspires families with comprehensive wealth management solutions. Headquartered in Cleveland, Ohio, we serve clients in six regional offices and are strengthened by the resources of Hightower Advisors. Our roots date back to a multi-generational business, and we continue to thrive as a supportive, family-oriented practice. Over six decades, we have thoughtfully incorporated teams with visionary founders, each bringing diverse talents, all of whom looked to put the client first.

Job Summary:

This role is ideal for an emerging advisor seeking hands-on experience, professional growth within an active advisory practice, and the opportunity to create a lasting impact for clients. You’ll work closely with your team to help individuals and families navigate complex financial decisions and achieve long-term goals. As an Associate Wealth Advisor at Fairport, you’ll have an opportunity to collaborate closely with lead advisors to deliver white-glove service while building knowledge across the full spectrum of advisory work – from financial planning and client service to business development and growth. You will report to the Director of Wealth.

What You’ll Do:

Client Experience

• Support lead advisors in preparing for and conducting client meetings.
• Translate financial data into summaries, reports, and planning deliverables.
• Manage client follow-ups, paperwork, and action items with care and attention to detail.
• Respond to client requests with professionalism and urgency.
• Foster client retention and satisfaction through proactive engagement and personalized guidance.
  
  
  

Financial Planning

• Work with your team to develop and implement holistic financial plans encompassing investment management, retirement, estate, insurance, and tax strategies.
• Collaborate with your advisory team to implement long-term investment strategies aligned with client objectives.
• Monitor and adjust financial plans based on evolving client needs, market conditions, and regulatory changes.
  
  
  

Growth

• Participate in client meetings and discovery sessions.
• Support business development and referral efforts.
• Stay curious, stay coachable, and lean into challenges.
  
  
  

Team Collaboration

• Partner with internal teams to ensure seamless client service and operational excellence.
• Contribute to process improvements.
• Support lead advisors and actively engage in client strategy development.
  
  
  

What You’ll Bring:

• Bachelor’s degree in finance, accounting, business, or a related field.
• 1-5 years of experience in the financial services industry in a client-facing advisory role.
• Series 65
• On track to earn or already hold CFP® designation (preferred).
• Proven ability to build and maintain trusted client relationships.
• A client-first mindset with a strong commitment to delivering white-glove service.
• Strong knowledge of investment management and financial planning concepts.
• Excellent written, verbal, and interpersonal communication skills.
• Proficiency in Salesforce, eMoney, and Black Diamond or similar CRM and planning tools.
• Growth mindset with a commitment to lifelong learning and collaboration.
• Demonstrated experience working collaboratively as part of a team.
  
  
  

What We Offer:

• Annual base salary of $80,000-$100,000 based on qualifications and experience
• Coverage on the first day of employment for Medical, Dental, and Vision insurance
• Paid Parental Leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k Matching Plan
• HSA Employer Contributions
• Student Loan Assistance
• Pet Insurance
  
  
  

Company Culture:

Embracing our core values is crucial for a Wealth Advisor, as these values form the foundation for promoting a positive workplace culture. Incorporating these values into daily operations is important for enhancing productivity, building strong client relationships, and nurturing an atmosphere of trust and growth.

Team over Self

• Collaborative mindset
• Contributor to the greater good
• Sense of shared purpose
  
  
  

Engaged

• Understanding of goals
• Strive to do the best
• Big-picture thinking
• Thoughtfulness in actions
  
  
  

Initiative

• Proactive assistance and insight
• Solutions-oriented approach
• Continuous Improvement:
• Commitment to excellence
• Embrace growth opportunities
  
  
  

Empathetic

• Service-oriented mindset
• Put oneself in the shoes of clients (internal or external)
  
  
  

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon 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 possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future