Advisor- Highland Private Wealth Management

Hightower Advisors; Bellevue (WA); Hybrid; USD 160,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Parental leave

401k matching

HSA contributions

Student loan assistance

Job summary

Highland Private Wealth Management, with Bellevue and Ellensburg locations, seeks an experienced Wealth Advisor. You will build a personal book of business, manage client relationships, and participate in investment strategy discussions.

On-site role with potential remote flexibility based on experience and client base. The ideal candidate has 5+ years in wealth management, a Series 65 or equivalent, and a bachelor’s degree.

Qualifications

• Minimum 5 years of experience as an Advisor in wealth management.
• Proven track record of growing a book of business.
• Series 65 (or equivalent) certification.
• Professional designation (CFP®, CFA, CPA, JD) is preferred
• Bachelor's degree is required

Responsibilities

• Engage directly with clients to understand financial goals and needs.
• Build and grow a personal book of business through proactive, strategic development.
• Manage and deepen client relationships after acquisition.
• Monitor market trends and participate in investment strategy discussions.
• Meet or exceed revenue targets for client acquisition.
• Design and deliver tailored client service and planning experiences.
• Collaborate with external advisors to enhance client outcomes.
• Expand professional network through events and relationship-building efforts.

Skills

Client relationship building

Business development

Networking

Education

Bachelor's degree

CFP / CFA / CPA / JD preferred

Job description

Highland Private Wealth Management is a multi-office advisory practice with locations in Bellevue and Ellensburg, providing comprehensive wealth advisory and investment guidance to high-net-worth individuals and families. As a growth-focused practice, Highland is dedicated to helping clients maximize their return on money and life—aligning financial decisions with what matters most. The team takes an integrated approach to wealth management, partnering closely with clients and their broader network of advisors to deliver thoughtful, strategic outcomes over time.

Highland’s philosophy centers on connecting financial success with purpose, empowering clients to live fully while building and protecting their wealth. This is an ideal environment for entrepreneurial professionals: ownership, business development, and meaningful client impact are core to the role.

For advisors looking to build and scale their own practice, deepen client relationships, and thrive in a high-performance yet supportive culture, Highland offers a platform where ambition translates into real opportunity. While the role is primarily on-site, it can be based out of either the Bellevue or Ellensburg office, with remote flexibility considered based on experience and location.

What You’ll Do

• Engage directly with clients to understand their financial goals and needs
• Build and grow a personal book of business through proactive, strategic business development
• Manage and deepen client relationships following acquisition
• Monitor market trends and participate in ongoing investment strategy discussions
• Meet or exceed revenue targets set for client acquisition
• Design and deliver tailored client service and planning experiences
• Collaborate with external advisors (e.g., CPAs, attorneys) to enhance client outcomes
• Actively expand professional network through events and relationship-building efforts
• Contribute to and uphold a high-performance, client-first culture

What You’ll Bring

• At least 5 years of experience as an Advisor in wealth management
• Proven track record of growing a book of business
• Series 65 (or equivalent) certification
• Primarily on-site, remote option may be available for non-local candidates dependent upon experience and client base
• Professional designation (CFP®, CFA, CPA, JD) is preferred
• Bachelor's degree is required

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
• Base salary of $160,000-$170,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

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, 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., the firm operates as a registered investment advisor (RIA).

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.