Wealth Advisor: Grow Your Private Practice & Impact

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

Benefits offered by this job

Insurance on day one: medical, dental,

Paid parental leave

401k matching

HSA employer contributions

Student loan assistance

Base salary of $160,000-$170,000 plus

Job summary

Highland Private Wealth Management in Bellevue or Ellensburg seeks an experienced wealth advisor to grow a personal book of business and deliver tailored client planning and investment guidance. While primarily on-site, a remote option may be considered for the right candidate.

Candidates should have 5+ years in wealth management, a Series 65 (or equivalent), and a bachelor's degree; professional designations (CFP®, CFA, CPA, JD) are preferred.

Qualifications

• 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 is required.
• Bachelor's degree is required.
• Professional designation (CFP®, CFA, CPA, JD) is preferred.

Responsibilities

• Engage directly with clients to understand financial goals and needs.
• Build and grow a personal book of business through proactive development.
• Manage and deepen client relationships following 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.

Skills

Grow personal book of business

Client relationship management

Engage with clients to understand aims

Education

Bachelor's degree

Professional designations preferred

Job description

Highland Private Wealth Management in Bellevue or Ellensburg seeks an experienced wealth advisor to grow a personal book of business and deliver tailored client planning and investment guidance. While primarily on-site, a remote option may be considered for the right candidate.

Candidates should have 5+ years in wealth management, a Series 65 (or equivalent), and a bachelor's degree; professional designations (CFP®, CFA, CPA, JD) are preferred.