Hightower Advisors
Wealth Management Advisor - Smith Anglin Financial
Hightower Advisors, Dallas, Texas, United States, 75215
Overview
Wealth Management Advisor – Smith Anglin Financial at Hightower Advisors. Smith Anglin Financial is an airline-focused wealth management practice based in Dallas, Texas, with $2B+ under management as of September 2025. The team focuses on serving pilots and families with retirement decisions and proactive financial planning. Your Future Team
Smith Anglin Financial emphasizes proactive goal setting and tailored wealth management and tax planning for high-net-worth individuals. The team collaborates with investment, financial planning, tax, service, and other wealth advisors to deliver client-focused solutions. The practice is part of Hightower Advisors, a Chicago-based registered investment advisor (RIA). What You’ll Do
Onboard new practice clients and service an existing book, serving as the primary contact and developing client relationships in line with Smith Anglin’s Standard of Care. Maintain a communication plan emphasizing goal setting and financial planning. Collaborate with the investment, financial planning, tax, service, and wealth advisory teams; report to the Director of Advisory Services. Develop and present client advice aligned with individual client situations and our planning processes, investment strategy, and fiduciary standard. Work with internal and external teams to implement recommendations with attention to detail. Achieve proficiency in relevant technologies (MoneyGuide Pro, BlackDiamond, Salesforce). What You’ll Bring
Certified Financial Planner designation or enrollment in CFP coursework Bachelor’s degree 5 years in a wealth advisory, portfolio administration, financial planning or related role Excellent verbal, written, presentation, and interpersonal skills Strong strategic planning and implementation abilities Current awareness of financial markets and economy; adherence to best practices Self-motivated, proactive, adaptable with a strong sense of urgency Strong organizational skills, follow-up, and attention to detail Technology proficiency: Microsoft Office suite, MoneyGuide Pro, Salesforce, Black Diamond What We Offer
Medical, dental, and vision coverage from day one Paid parental leave (16 weeks primary caregiver, 8 weeks secondary caregiver) 401(k) matching HSA employer contributions Student loan assistance Pet insurance On-site work environment supporting real-time collaboration Our Story
Founded in 2008, Hightower provides investment, financial and retirement planning services to individuals, foundations, family offices, and 401(k) consulting and cash management for corporations. Based in Chicago with advisors nationwide, Hightower operates as an RIA. AN EQUAL OPPORTUNITY EMPLOYER:
Hightower does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), disability, or any other protected status. 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 now or in the future. Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Financial Services, Investment Management, and Capital Markets
#J-18808-Ljbffr
Wealth Management Advisor – Smith Anglin Financial at Hightower Advisors. Smith Anglin Financial is an airline-focused wealth management practice based in Dallas, Texas, with $2B+ under management as of September 2025. The team focuses on serving pilots and families with retirement decisions and proactive financial planning. Your Future Team
Smith Anglin Financial emphasizes proactive goal setting and tailored wealth management and tax planning for high-net-worth individuals. The team collaborates with investment, financial planning, tax, service, and other wealth advisors to deliver client-focused solutions. The practice is part of Hightower Advisors, a Chicago-based registered investment advisor (RIA). What You’ll Do
Onboard new practice clients and service an existing book, serving as the primary contact and developing client relationships in line with Smith Anglin’s Standard of Care. Maintain a communication plan emphasizing goal setting and financial planning. Collaborate with the investment, financial planning, tax, service, and wealth advisory teams; report to the Director of Advisory Services. Develop and present client advice aligned with individual client situations and our planning processes, investment strategy, and fiduciary standard. Work with internal and external teams to implement recommendations with attention to detail. Achieve proficiency in relevant technologies (MoneyGuide Pro, BlackDiamond, Salesforce). What You’ll Bring
Certified Financial Planner designation or enrollment in CFP coursework Bachelor’s degree 5 years in a wealth advisory, portfolio administration, financial planning or related role Excellent verbal, written, presentation, and interpersonal skills Strong strategic planning and implementation abilities Current awareness of financial markets and economy; adherence to best practices Self-motivated, proactive, adaptable with a strong sense of urgency Strong organizational skills, follow-up, and attention to detail Technology proficiency: Microsoft Office suite, MoneyGuide Pro, Salesforce, Black Diamond What We Offer
Medical, dental, and vision coverage from day one Paid parental leave (16 weeks primary caregiver, 8 weeks secondary caregiver) 401(k) matching HSA employer contributions Student loan assistance Pet insurance On-site work environment supporting real-time collaboration Our Story
Founded in 2008, Hightower provides investment, financial and retirement planning services to individuals, foundations, family offices, and 401(k) consulting and cash management for corporations. Based in Chicago with advisors nationwide, Hightower operates as an RIA. AN EQUAL OPPORTUNITY EMPLOYER:
Hightower does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), disability, or any other protected status. 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 now or in the future. Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Financial Services, Investment Management, and Capital Markets
#J-18808-Ljbffr