Chapel Hill, North Carolina, United States · On-site
Hightower's Story 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…
Skills: Client relationship management, Communication skills, Cashiering, Account maintenance, Compliance
Greensboro, North Carolina, United States · On-site
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 …
Skills: Communication, Problem Solving, Detail-Oriented, Organization, Time Management
Waltham, Massachusetts, United States · Hybrid
Your Future Team Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and pe…
Skills: Client service, Financial planning, Account maintenance, Cashiering, CRM management
Washington, District of Columbia, United States · On-site
$100k–$160k/yr
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, and 401(k) consulting and cash managem…
Skills: Financial planning, Investment strategy, Relationship management, Tax planning, Estate planning
Orinda, California, United States · Hybrid
$70k–$80k/yr
The Firm Schultz Collins is a non-discretionary investment advisor registered with the SEC through Hightower Advisors, LLC and located in the Orinda, California. As a non-discretionary advisor serving clients around the …
Skills: Financial accounts, Client service, Database management, Workflow organization, Trading support
Folsom, California, United States · On-site
$65k–$80k/yr
Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management. Characteristics you will need for this …
Skills: Financial planning, Data gathering, Wealth management, CRM, Microsoft Word
Bethesda, Maryland, United States · On-site
$80k–$150k/yr
Your Future Team Hightower Bethesda Wealth Management is a fiduciary fee-only practice in Bethesda, Maryland. Our comprehensive approach covers the full spectrum of wealth management, including investing, financial plann…
Skills: Tax planning, Wealth management, Financial planning, Tax mitigation, Accounting
Waltham, Massachusetts, United States · Hybrid
Your Future Team Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience comprehensive and personal…
Skills: Tax compliance, Tax preparation, Partnership taxation, S-corporation taxation, Trust taxation
Folsom, California, United States · On-site
$60k–$75k/yr
Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a Client Service an…
Skills: Client service, Operations, Financial advisory, Wealth management, Salesforce
Chicago, Illinois, United States · Hybrid
$140k–$150k/yr
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 …
Skills: Python, SQL, Snowflake, Dbt, Mulesoft
Centennial, Colorado, United States · On-site
$75k–$85k/yr
Your Future Team As part of our dedicated wealth management team in Denver, you'll be joining a practice founded in 1984 and built on four core principles: always acting in the best interest of the client, providing stra…
Skills: Trading, Portfolio management, Cash management, Account reconciliation, Client service
McLean, Virginia, United States · Hybrid
$150k–$215k/yr
Your Future Team Located in Tysons Corner, VA, VWG Wealth Management delivers planning-driven, custom investment solutions for high-net-worth individuals. Our team provides sound financial advice, with an emphasis on pro…
Skills: Portfolio management, Investment strategy, Trading execution, Asset allocation, Tax-aware investing
Chicago, Illinois, United States · Hybrid
$85k–$95k/yr
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 …
Skills: Financial modeling, Valuation, Corporate finance, Investment banking, M&A
Chicago, Illinois, United States · Hybrid
$115k–$125k/yr
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 …
Skills: Content strategy, Editorial planning, Copywriting, SEO, Digital marketing
Houston, Texas, United States · On-site
$80k–$110k/yr
Your Future Team Presidio Wealth Partners (“Presidio”), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently m…
Skills: Organizational skills, Time management, Attention to detail, Accuracy, Microsoft Office Suite
Chicago, Illinois, United States · Hybrid
$150k–$175k/yr
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 …
Skills: Data architecture, Data modeling, Master data management, Collibra, Data governance
Alpharetta, Georgia, United States · On-site
Your Future Team Bluerock Wealth Management is an established and successful financial advisory practice which is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one o…
Skills: Wealth management, Financial planning, Investment management, Tax planning, Estate planning
New York, New York, United States · Hybrid
$225k–$250k/yr
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 …
Skills: Estate planning, Wealth transfer strategies, Tax planning, Financial planning, Legal strategy
Houston, Texas, United States · On-site
$80k–$110k/yr
Your Future Team Presidio Wealth Partners (“Presidio”), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently m…
Skills: Organizational skills, Time management, Attention to detail, Microsoft Office Suite, Data auditing
Falmouth, Maine, United States · On-site
$55k/yr
Your Future Team White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine.The Client Service Coordinator serves as the first point of contact f…
Skills: Administrative support, Client service, Reception, Calendar management, Data entry
Chapel Hill, North Carolina, United States • On-site
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Client Service Advocate manages day-to-day client service requests, including cashiering, account maintenance, and communication. They also provide operational support to advisors to ensure accurate documentation and high-quality client experiences.
Candidates must have at least 2 years of customer service experience and proficiency with Microsoft Office applications. Familiarity with financial systems like Salesforce, Black Diamond, Schwab, or Fidelity is preferred.
Hightower's Story
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 financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
Your Future Team
We are a wealth management practice based in North Carolina that guides individuals and families to financial confidence and clarity. We combine our depth of service offerings with our team's collective experience to provide a range of wealth management services for individuals and families.
We're looking for a Client Service Advocate to join our growing team and help deliver a quality experience for our clients. This role is important to keeping things running smoothly and ensuring our clients feel supported, informed, and taken care of.
This is a great role for someone who enjoys working with clients, takes pride in doing things the right way, values accuracy, and enjoys being part of a collaborative team.
The Client Service Advocate supports our advisors and clients by handling high‑volume, day‑to‑day service requests. The work is process‑driven and detail‑oriented, and it plays a direct role in delivering a high-quality client experience. You will report to the Wealth Advisor and Operations Lead.
What You'll Do
Client Relationship Management & Communication
Account Maintenance
Compliance
Advisor Support
What You'll Bring
Skills
What We Offer
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.
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.
#LI-Onsite
A community of independent-minded advisors delivering holistic financial advice.
Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k) consulting and cash management services to corporations. Through its community of advisor businesses, Hightower offers sophisticated planning solutions and a robust platform designed to help clients achieve their financial goals. Headquartered in Chicago with offices nationwide, Hightower serves as a growth partner to independent-minded advisors seeking to scale their practices, elevate the client experience, and access the benefits of a national brand. Learn more about Hightower’s collaborative business model at http://www.hightoweradvisors.com.
Offices: 200 W. Madison Street, Suite 2500, Chicago, IL 60606, US
A community of independent-minded advisors delivering holistic financial advice.
Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k) consulting and cash management services to corporations. Through its community of advisor businesses, Hightower offers sophisticated planning solutions and a robust platform designed to help clients achieve their financial goals. Headquartered in Chicago with offices nationwide, Hightower serves as a growth partner to independent-minded advisors seeking to scale their practices, elevate the client experience, and access the benefits of a national brand. Learn more about Hightower’s collaborative business model at http://www.hightoweradvisors.com.
Offices: 200 W. Madison Street, Suite 2500, Chicago, IL 60606, US
