Wealth Planner - HTSW Richmond
Our Story
Founded in 2008, Hightower is a wealth management practice 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., we operate as a registered investment advisor (RIA).
Your Future Team
The Wealth Planner plays a critical role in the execution and delivery of the practice client service model. This position is responsible for managing day-to-day client operations, maintaining data integrity across systems, and ensuring all planning and service workflows are executed with precision and consistency.
This role serves as the central point of coordination between advisors, clients, and operations. While this position supports the financial planning process through data entry and preparation, it is not responsible for developing recommendations. The primary focus is on practice management, operational execution, and delivering seamless client experience.
Periodic travel to the Richmond office (approximately a few times per year) is required; candidates located within or aligned to the Eastern Time Zone are preferred.
What You’ll Do
Practice Management & Workflow Execution
Execute and maintain practice wide workflows across CRM and operational systems
Ensure all client and operational tasks are completed accurately and on time
Track and manage multiple workflows simultaneously, maintaining visibility across all open items
Identify inefficiencies and recommend process improvements
Support consistency and scalability of internal processes
Client Service & Relationship Support
Serve as a primary point of contact for client service needs and inquiries
Deliver a high-touch, responsive client experience aligned with practice standards
Translate client requests into actionable tasks and ensure timely follow-through
Maintain accurate client records, including preferences, life events, and account details
Proactively communicate updates and status to clients and advisors
Maintain CRM integrity and ensure all client and workflow data is properly recorded
Support document management, reporting, and administrative tracking
Client Review & Meeting Coordination
Coordinate scheduling and logistics for all client review meetings
Prepare meeting materials, agendas, and supporting documentation
Ensure all pre-meeting tasks are completed, including data updates and organization of materials
Track and follow up on all post-meeting action items to completion
Financial Planning Support & Data Management
Input, update, and maintain client financial data within eMoney
Ensure all planning data (income, expenses, assets, liabilities, insurance, estate details) is accurate and current
Incorporate client documents such as tax returns and account statements into planning systems
Prepare and organize data to support advisors in plan development and updates
Refresh financial plans with updated data ahead of client meetings
Identify missing or inconsistent data and proactively resolve gaps
Investment & Cash Flow Coordination (Execution Support)
Monitor client account activity including cash needs, distributions, and funding requirements
Coordinate execution of advisor-directed investment and cash management actions
Track recurring distributions and ensure operational accuracy
Flag items requiring advisor attention such as excess cash or upcoming maturities
What You’ll Bring
3–7 years of experience in client service, operations, or practice management within a wealth management or RIA.
Experience with CRM systems (e.g., Salesforce)
Familiarity with financial planning software (e.g., eMoney), particularly data entry and maintenance
Series 65/66 required, CFP® is a plus
Strong organizational and multitasking abilities
High attention to detail and commitment to accuracy
Excellent communication skills and client-facing professionalism
Proactive, process-oriented mindset with strong follow-through
Highly organized and execution-focused
Detail-oriented with strong ownership of responsibilities
Proactive and responsive in managing client and team needs
Comfortable working behind the scenes to ensure everything runs smoothly
Client-first mindset with a focus on consistency and reliability
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)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of up to $100,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
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.
Founded in 2008, Hightower is a wealth management practice 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., we operate as a registered investment advisor (RIA).
Your Future Team
The Wealth Planner plays a critical role in the execution and delivery of the practice client service model. This position is responsible for managing day-to-day client operations, maintaining data integrity across systems, and ensuring all planning and service workflows are executed with precision and consistency.
This role serves as the central point of coordination between advisors, clients, and operations. While this position supports the financial planning process through data entry and preparation, it is not responsible for developing recommendations. The primary focus is on practice management, operational execution, and delivering seamless client experience.
Periodic travel to the Richmond office (approximately a few times per year) is required; candidates located within or aligned to the Eastern Time Zone are preferred.
What You’ll Do
Practice Management & Workflow Execution
Execute and maintain practice wide workflows across CRM and operational systems
Ensure all client and operational tasks are completed accurately and on time
Track and manage multiple workflows simultaneously, maintaining visibility across all open items
Identify inefficiencies and recommend process improvements
Support consistency and scalability of internal processes
Client Service & Relationship Support
Serve as a primary point of contact for client service needs and inquiries
Deliver a high-touch, responsive client experience aligned with practice standards
Translate client requests into actionable tasks and ensure timely follow-through
Maintain accurate client records, including preferences, life events, and account details
Proactively communicate updates and status to clients and advisors
Maintain CRM integrity and ensure all client and workflow data is properly recorded
Support document management, reporting, and administrative tracking
Client Review & Meeting Coordination
Coordinate scheduling and logistics for all client review meetings
Prepare meeting materials, agendas, and supporting documentation
Ensure all pre-meeting tasks are completed, including data updates and organization of materials
Track and follow up on all post-meeting action items to completion
Financial Planning Support & Data Management
Input, update, and maintain client financial data within eMoney
Ensure all planning data (income, expenses, assets, liabilities, insurance, estate details) is accurate and current
Incorporate client documents such as tax returns and account statements into planning systems
Prepare and organize data to support advisors in plan development and updates
Refresh financial plans with updated data ahead of client meetings
Identify missing or inconsistent data and proactively resolve gaps
Investment & Cash Flow Coordination (Execution Support)
Monitor client account activity including cash needs, distributions, and funding requirements
Coordinate execution of advisor-directed investment and cash management actions
Track recurring distributions and ensure operational accuracy
Flag items requiring advisor attention such as excess cash or upcoming maturities
What You’ll Bring
3–7 years of experience in client service, operations, or practice management within a wealth management or RIA.
Experience with CRM systems (e.g., Salesforce)
Familiarity with financial planning software (e.g., eMoney), particularly data entry and maintenance
Series 65/66 required, CFP® is a plus
Strong organizational and multitasking abilities
High attention to detail and commitment to accuracy
Excellent communication skills and client-facing professionalism
Proactive, process-oriented mindset with strong follow-through
Highly organized and execution-focused
Detail-oriented with strong ownership of responsibilities
Proactive and responsive in managing client and team needs
Comfortable working behind the scenes to ensure everything runs smoothly
Client-first mindset with a focus on consistency and reliability
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)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of up to $100,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
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.