Wealth Advisor- Highland Private Wealth Management

Colonial Group; Bellevue, Northern (WA, KY); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Competitive compensation

Health benefits

Parental leave (16 weeks formal, 8 for

401(k) with employer matching

HSA contributions

Career growth opportunities

Job summary

Highland Private Wealth Management is seeking a Wealth Advisor to help Bellevue/Ellensburg clients align their wealth with values and goals. You’ll lead planning discussions, deliver holistic advice, and collaborate with trusted professionals to optimize client outcomes.

Join a collaborative team backed by national resources, focused on long-term client relationships and meaningful impact in Washington communities.

Qualifications

• 2+ years of client-facing experience in wealth management or related field.
• Ability to build trust and explain financial concepts clearly.
• Willingness to grow client relationships and contribute to team growth.

Responsibilities

• Build relationships with clients, centers of influence, and partners.
• Lead client relationships, guide planning discussions, and advise on wealth decisions.
• Serve as a Wealth Confidant to align wealth with client values and goals.
• Deliver comprehensive planning and investment guidance with colleagues.
• Enhance client experience and support team growth.
• Grow professionally with increasing responsibilities.

Skills

Client-facing experience

Relationship skills

Business development

Entrepreneurial mindset

Judgment

Affluent clients experience

Series 65

Education

Series 65 or equivalent

CFP/CFA/CPA/JD or progress toward one

Job description

WEALTH ADVISOR

Highland Private Wealth Management | Bellevue, WA or Ellensburg, WA

Your Future Team

A fulfilling life is built through purpose, relationships, and meaningful impact. We believe the same is true of a career.

At Highland, we often talk with clients about Living Fully and aligning their financial resources with what matters most. We believe that principle applies to careers as well. The work you do every day should reflect your values, create meaningful impact, and contribute to a life fully lived.

At Highland, we refer to our advisors as Wealth Confidants because we believe the best advisors do more than provide financial advice. They build trusted relationships, help clients navigate life's biggest decisions, and connect financial success with a life of meaning and purpose.

As a Wealth Advisor, you'll help clients align their financial decisions with their values, goals, and vision for the future.

Highland Private Wealth Management is a growing advisory practice with offices in Bellevue and Ellensburg, Washington. For more than 25 years, we've served high-net-worth individuals and families through comprehensive wealth planning and investment management.

Rooted locally and powered nationally, Highland combines the personal relationships of a boutique practice with the resources of Hightower Advisors. We manage approximately $2.8 billion in client assets* and remain focused on one goal: helping our clients use their wealth to support the lives they want to lead.

We're looking for an advisor with strong potential, a collaborative mindset, and a desire to make a meaningful difference in the lives of clients.

Why Advisors Choose Highland

A distinctive approach to advice. Help clients connect their financial decisions with what matters most, guiding conversations that extend far beyond investments and portfolio performance.

One team, shared success. Work alongside professionals who freely share knowledge, support one another's growth, and collaborate to help deliver exceptional client outcomes.

A culture of ownership and generosity. Join a team where collaboration, accountability, and investing in each other's success are part of everyday life.

Boutique culture. National resources. Enjoy the entrepreneurial spirit of a boutique team backed by the scale, technology, and resources of Hightower Advisors.

A platform for growth. Expand client relationships, deepen your knowledge, and build a long-term career within a growing team.

Deep roots in the community. Represent a team with longstanding ties throughout Washington.

What You'll Do

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.

What You'll Bring

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.

CFP, CFA, CPA, or JD designation, or progress toward one, preferred.

What We Offer

Competitive compensation aligned with impact. The anticipated base salary range for this position is $150,000–$175,000 annually. This role is also eligible for material incentive compensation tied to client and revenue growth.

Comprehensive health benefits. Medical, dental, and vision coverage beginning on your first day of employment.

Support for growing families. Paid parental leave of 16 weeks for primary caregivers and eight weeks for secondary caregivers.

Retirement savings support. 401(k) plan with employer matching contributions.

Additional financial wellness benefits. Employer HSA contributions, student loan assistance, and other benefits designed to support your personal and professional well-being.

A place to build a meaningful career. Grow alongside a team committed to helping clients and one another thrive.

Hightower's Story

Highland is proud to be part of the Hightower community of independent-minded advisory team, combining a personalized client experience with the resources of a national wealth management organization.

Founded in 2008, Hightower provides investment, financial, and retirement planning services to individuals, foundations, family offices, and businesses. Its scale, operational support, and resources empower independent-minded advisors to grow their businesses and help clients achieve their financial vision.

Based in Chicago, Hightower operates as a registered investment advisor (RIA) with advisors across the United States.

A Career That Supports a Life Fully Lived

At Highland, we believe meaningful work and meaningful lives go hand in hand. If you're looking for an opportunity to grow as an advisor, build lasting client relationships, and make a meaningful impact in the lives of others, we'd love to hear from you.

Equal Opportunity Employer

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, gender identity or expression, genetic information, or any other consideration protected by applicable law.

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.