Associate Advisor to Wealth Confidant — Client Impact

Hightower Advisors; Bellevue (WA); Vor Ort; USD 120.000 - 130.000; Vollzeit

Benefits dieser Stelle

Competitive base salary $120k–$130k

Health, dental, vision benefits

16 weeks parental leave (primary)

8 weeks parental leave (secondary)

401(k) with employer matching

Employer HSA contributions

Student loan assistance

Pet insurance

Zusammenfassung

Highland Private Wealth Management, part of Hightower Advisors, seeks an Associate Advisor in Bellevue or Ellensburg, WA. You will work with experienced Advisors to deliver financial planning and investment recommendations, build client relationships, and grow into a trusted Wealth Confidant.

You'll develop analyses across retirement, tax, estate, and investment planning, presenting recommendations and coordinating with clients and custodians to achieve outcomes.

Qualifikationen

• 2+ years in wealth management, financial planning, banking, accounting, financial services, or related field.
• Bachelor's Degree required.
• CFP coursework or progress toward designation preferred.
• Series 65 or ability to obtain within six months preferred.

Aufgaben

• Manage and deepen client relationships; serve as primary contact for select clients with Advisors on complex engagements.
• Develop financial planning analyses and recommendations across retirement, tax, estate, insurance, cash flow, and investments.
• Create and present client deliverables: financial plans, investment recommendations, meetings, materials, follow-up plans.
• Lead implementation of planning and investment recommendations with clients, custodians, and outside professionals.
• Lead and participate in client meetings, presenting planning strategies and guiding decisions.
• Collaborate with Advisors, Operations, and outside professionals to deliver coordinated advice.
• Grow professionally by expanding advisory responsibilities and contributing to client retention and Highland's growth.

Kenntnisse

Wealth management

Organizational skills

Advisory and communication

Team player

Curiosity and initiative

Ausbildung

Bachelor's Degree

CFP Coursework or Progress Toward Designation

Series 65 (or ability to obtain within 6 months)

Jobbeschreibung

Highland Private Wealth Management, part of Hightower Advisors, seeks an Associate Advisor in Bellevue or Ellensburg, WA. You will work with experienced Advisors to deliver financial planning and investment recommendations, build client relationships, and grow into a trusted Wealth Confidant.

You'll develop analyses across retirement, tax, estate, and investment planning, presenting recommendations and coordinating with clients and custodians to achieve outcomes.