Wealth Advisor- Highland Private Wealth Management
About The Position
Highland Private Wealth Management is seeking a Wealth Advisor to join their team in Bellevue or Ellensburg, Washington. This role focuses on helping high-net-worth individuals and families align their financial decisions with their values, goals, and vision for the future. Highland Private Wealth Management has been serving clients for over 25 years, managing approximately $2.8 billion in client assets. They combine the personal relationships of a boutique practice with the resources of Hightower Advisors. The ideal candidate will have strong potential, a collaborative mindset, and a desire to make a meaningful difference in clients' lives.
Requirements
- A foundation in wealth management. 2+ years of client-facing experience in wealth management, financial planning, banking, or a related financial services field.
- Strong relationship skills. The ability to earn trust, ask thoughtful questions, and explain financial concepts clearly and confidently.
- Business development aptitude. A desire to build relationships, expand your professional network, and contribute to the team's long-term growth.
- An entrepreneurial mindset. Initiative, curiosity, and a desire to make a meaningful impact.
- Sound judgment and professionalism. A commitment to accountability, follow-through, and doing what's best for clients.
- Experience supporting affluent individuals and families preferred. Highland commonly serves individuals and families with approximately $2 million or more in liquid assets.
- Series 65 or equivalent required.
- You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship now or in the future.
Nice To Haves
- CFP®, CFA, CPA, or JD designation, or progress toward one, preferred.
Responsibilities
- Build relationships and grow the team. Develop connections with prospective clients, centers of influence, and professional partners through referrals, networking, community involvement, and proactive outreach.
- Lead client relationships. Serve as a primary point of contact, guide planning discussions, and help clients make thoughtful financial decisions.
- Serve as a Wealth Confidant. Help high-net-worth individuals and families align their wealth with their values, priorities, and goals.
- Deliver comprehensive advice. Collaborate with colleagues and clients' trusted professionals to provide thoughtful planning and investment guidance.
- Enhance the client experience. Identify opportunities to strengthen relationships, improve service, and support team growth.
- Grow professionally. Continue developing your knowledge, expanding your responsibilities, and increasing your impact.
Benefits
- Medical, dental, and vision coverage beginning on your first day of employment.
- Paid parental leave of 16 weeks for primary caregivers and eight weeks for secondary caregivers.
- 401(k) plan with employer matching contributions.
- Employer HSA contributions, student loan assistance, and other benefits designed to support your personal and professional well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
