Job Description
JOB DESCRIPTION OVERVIEW Hilltop Wealth Advisors is growing, and we’re looking for a servicing-focused Lead Advisor to join our team and directly support our CEO and President in delivering an elevated, world-class client experience.
This role is ideal for an advisor who thrives in partnership—someone who loves client relationships, excels in preparation and follow-through, and finds fulfillment in making meetings, plans, and experiences seamless and exceptional.
This advisor does not need to bring a book of business, but you should be able to close new business with existing clients and promote referrals. Your primary value will come from your skill, presence, technical depth, and ability to strengthen Hilltop’s capacity to serve more families with excellence.
If you have an area of specialty—investments, tax planning, trusts & estates, charitable planning, retirement income strategies—that enhances Hilltop’...