Wealth Advisor in Training: Client Impact

Colonial Group; Bellevue, Northern (WA, KY); Hybrid; USD 120,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health benefits

Parental leave 16 weeks

401(k) with employer matching

Job summary

Highland Private Wealth Management is seeking an Associate Advisor to work in Bellevue, WA or Ellensburg, WA, collaborating with seasoned Advisors to deliver comprehensive wealth planning and investment recommendations. The role emphasizes building meaningful client relationships, delivering clear financial plans, and growing into a trusted Wealth Confidant.

You will develop and present planning analyses across retirement, tax, estate, and cash flow, while coordinating implementation with

Qualifications

• 2+ years of experience in wealth management or financial planning.
• Strong organizational skills in a fast-paced environment.
• Strong advisory and communication skills for client interactions.
• Team-first mindset with willingness to learn and collaborate.
• Desire to grow as an advisor and take on expanding responsibilities.
• Bachelor's degree required.
• CFP coursework or progress toward designation preferred.
• Series 65 or ability to obtain within six months of hire preferred.

Responsibilities

• Manage and deepen client relationships as a primary contact for select clients.
• Develop financial planning analyses and recommendations across retirement, tax, estate, and investment planning.
• Create and present client deliverables including financial plans and investment recommendations.
• Lead implementation of planning and investment recommendations with clients and outside professionals.
• Lead and participate in client meetings to present strategies and guide decisions.
• Collaborate with Advisors, Operations, and outside professionals for coordinated advice.
• Grow professionally by strengthening knowledge and taking on leadership in client relationships.

Skills

Wealth management

Financial planning

Advisory skills

Team collaboration

Education

Bachelor's degree

CFP coursework

Series 65 preparation

Job description

Highland Private Wealth Management is seeking an Associate Advisor to work in Bellevue, WA or Ellensburg, WA, collaborating with seasoned Advisors to deliver comprehensive wealth planning and investment recommendations. The role emphasizes building meaningful client relationships, delivering clear financial plans, and growing into a trusted Wealth Confidant.

You will develop and present planning analyses across retirement, tax, estate, and cash flow, while coordinating implementation with