3-7 years of experience in wealth management or investment advisory roles
Strong understanding of portfolio construction and asset allocation
Ability to simplify complex investment concepts for advisors
Excellent communication and relationship-building skills
Proven capability to manage multiple advisor relationships
Series 65/66 preferred or must obtain shortly after hire
Bachelor's degree required; advanced degree or CFA/CFP preferred
Responsibilities
Serve as a primary investment partner to advisors, guiding portfolio construction and asset allocation
Conduct portfolio diagnostics to align with firm views and model frameworks
Support advisor discussions by articulating investment rationale and market context
Assist advisors in preparing for client reviews and key meetings
Facilitate asset movement onto firm platforms by simplifying implementation
Convert consulting conversations into actionable opportunities through proactive engagement
Develop high-quality investment materials and coordinate execution with trading teams
Benefits
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)
Mother's lounge onsite
Flexible PTO plan
In-office Monday through Thursday and work from home on Friday
Free brand-new gym in the Chicago office
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Full Job Description
Your Future Team
The Senior Investment Consultant is a field-facing professional who partners directly with advisors to provide high-quality investment guidance, strengthen portfolio recommendations, and promote consistent adoption of the firm's investment solutions. The role brings Hightower's investment views, research, and model capabilities to life, ensuring advisors can deliver clear, confident, and compliant investment guidance to clients.
Investment Consultants work closely with advisory practices, research teams, proposal support, and execution teams, acting as a critical link between firm-level investment strategy and front-line client conversations. They also surface real-time advisor feedback to help improve platforms, tools, and the overall investment consulting experience.
What You'll Do
Advisor Partnership & Investment Consulting
Serve as a primary investment partner to advisors, providing guidance on portfolio construction, asset allocation, risk positioning, and manager selection.
Conduct portfolio diagnostics and provide insights on opportunities to align portfolios with firm views and model frameworks.
Support advisor and client discussions by articulating investment rationale, market context, and recommended actions.
Help advisors prepare for client reviews and key meetings, ensuring investment messaging is clear and consistent.
Platform Adoption & Asset Growth
Support advisors in moving assets onto firm platforms by simplifying implementation and highlighting client benefits.
Convert consulting conversations into actionable, funded opportunities through proactive engagement and follow-through.
Reinforce best practices for using firm models, tools, and workflows to drive consistency and scale.
Investment Enablement & Execution Support
Develop high-quality, advisor-ready investment materials, proposals, model comparisons, and portfolio analytics.
Coordinate with overlay, trading, and operations teams to ensure timely, accurate, and compliant execution.
Maintain ownership throughout the recommendation-to-execution cycle to ensure a seamless advisor experience.
Ensure all messaging aligns with firm-approved language and product guidance.
Cross-Functional Collaboration
Partner with research, wealth management, and proposal teams to align client-facing recommendations with firm portfolio construction standards.
Coordinate closely with the Head of Investment Consultant Services to ensure consistent field messaging and adherence to ICS frameworks.
Maintain strong alignment with Investment leadership on market outlook, platform updates, and investment priorities.
What You'll Bring
3-7 years of experience in wealth management, investments, or portfolio advisory roles.
Strong understanding of portfolio construction, asset allocation, financial markets, and investment products.
Proven ability to translate complex investment concepts into simple, advisor-ready guidance.
Strong communication and relationship-building skills; able to influence advisors and support client conversations.
Ability to manage multiple advisor relationships in a fast-paced, field-driven environment.
Series 65/66 preferred or must obtain shortly after hire.
Bachelor's degree required; advanced degree or CFA/CFP preferred.
Ability to travel up to 25%.
What We Offer
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)
Mother's lounge onsite
Flexible PTO plan
In-office Monday through Thursday and work from home on Friday
Free brand-new gym in the Chicago office
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base Salary of $100,000- $110,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
