Wealth Advisor: Grow Your Book & Client Impact

Hightower Advisors; Ellensburg (WA); On-site; USD 156,000 - 178,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Parental leave

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

Discretionary bonus

Job summary

Hightower Advisors is seeking an experienced wealth advisor to join Highland Private Wealth Management in Ellensburg, WA. The role focuses on building and growing a personal book of business, engaging high-net-worth clients, and collaborating with CPAs and attorneys to deliver tailored financial outcomes.

You will work primarily on-site with remote flexibility considered based on experience and client base, contributing to a high-performance, client-first culture.

Qualifications

• At least 5 years of experience as an Advisor in wealth management.
• Strong ability to grow a book of business.
• Proven ability to build and deepen client relationships.

Responsibilities

• Engage directly with clients to understand financial goals and needs.
• Build and grow a personal book of business through strategic development.
• Manage and deepen client relationships post-acquisition.
• Monitor market trends and participate in investment strategy discussions.
• Meet or exceed revenue targets for client acquisition.
• Collaborate with external advisors (CPAs, attorneys) to improve outcomes.
• Expand professional network through events and relationships.

Skills

Client development

Relationship building

Education

Bachelor's degree

Series 65 certification

CFP

CFA

CPA

JD

Job description

Hightower Advisors is seeking an experienced wealth advisor to join Highland Private Wealth Management in Ellensburg, WA. The role focuses on building and growing a personal book of business, engaging high-net-worth clients, and collaborating with CPAs and attorneys to deliver tailored financial outcomes.

You will work primarily on-site with remote flexibility considered based on experience and client base, contributing to a high-performance, client-first culture.