What are the responsibilities and job description for the Senior Wealth Advisor - RDM Financial Group position at Hightower Advisors?
Your Future Team
RDM Financial Group at Hightower Advisors is a high-net-worth wealth planning practice, with assets under management of approximately $1.2 billion as of July, 2025, whose roots were planted in Westport, CT nearly 35 years ago. We are an established and successful financial advisory practice that is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one on behalf of our clients. We truly believe our collaborative relationships and approach creates positive results for every client we serve. Shunning the legacy “sales” driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life’s journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing the diversity of age, race, gender, background, and skillsets. It is through this ensemble approach we attempt to create ever-increasing value for our clients.
Make a plan. Make an investment. Make a difference.
We are looking for a Senior Wealth Advisor to help bring our mission to life. The Senior Wealth Advisor is an important team member and directly delivers value to our clients. We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role. You will report to the Managing Partner.
What You’ll Do
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. 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 vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on 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 have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
RDM Financial Group at Hightower Advisors is a high-net-worth wealth planning practice, with assets under management of approximately $1.2 billion as of July, 2025, whose roots were planted in Westport, CT nearly 35 years ago. We are an established and successful financial advisory practice that is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one on behalf of our clients. We truly believe our collaborative relationships and approach creates positive results for every client we serve. Shunning the legacy “sales” driven model and culture that has dominated financial services in years past, we place the utmost emphasis on meeting our clients at all the ups and downs of life’s journey, by providing reliable, thoughtful, and straightforward advice. We deliver this advice by a purposeful construction of a well-diversified team, valuing the diversity of age, race, gender, background, and skillsets. It is through this ensemble approach we attempt to create ever-increasing value for our clients.
Make a plan. Make an investment. Make a difference.
We are looking for a Senior Wealth Advisor to help bring our mission to life. The Senior Wealth Advisor is an important team member and directly delivers value to our clients. We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don’t need to feel locked into a fixed path or role. You will report to the Managing Partner.
What You’ll Do
- Lead and manage existing client relationships
- Lead client meetings
- Oversee preparation of client financial plans and comprehensive client wealth management reviews, and present these to clients
- Work with the team on complex client situations
- Identify and nurture prospect clients
- Attract and develop new client relationships by promoting a network of COI’s, referrals and community involvement, in addition to working with leads
- Strengthen existing client relationships by introducing our services and value proposition to prospective relationships
- Become familiar with our client service offerings, including planning, investments and other value added services
- Participate in projects and internal working groups to ensure maximum delivery of value to clients in firm programs
- Represent Hightower in the broader community through leadership roles in not-for profit endeavors
- Relationship builder
- Natural desire to be a problem solver
- Work effectively and respectfully in a team environment; ready to pitch in
- Take pride in attention to detail·
- Ability to manage changing priorities and set expectations with others
- Appetite to learn
- Desire to affect the community, through both professional networking and charitable endeavors.
- Series 7/66 or Series 65; Insurance licenses a plus
- Certified Financial Planner (CFP) designation
- Technological skills including CRM and financial planning software
- 10 years of financial services experience
- Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over time
- Defined path to firm partnership and leadership roles
- On the job training
- Resources for career development
- Support for continued learning
- Mentorship
- A full suite of benefits, including health, dental, and vision insurance
- 401(k) with match
- Paid time off
- Flexibility to work in a hybrid format
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. 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 vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on 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 have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.