Wealth Confidant: Elevate Client Relationships

Hightower Advisors; Bellevue (WA); Hybrid; USD 150.000 - 175.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

Health benefits

Parental leave

401(k) matching

HSA contributions

Career growth opportunities

Zusammenfassung

Highland Private Wealth Management in Bellevue, WA or Ellensburg, WA seeks a Wealth Advisor to align clients’ financial decisions with their values and goals. You will build trusted client relationships, lead planning discussions, and deliver thoughtful guidance in collaboration with professionals across the firm.

The role combines boutique service with the resources of Hightower Advisors, offering growth opportunities and a meaningful impact on clients’ lives.

Qualifikationen

• 2+ years of client-facing experience in wealth management or related financial services.
• Ability to build trusted client relationships and explain financial concepts clearly.
• Desire to grow the practice and contribute to team success.

Aufgaben

• Build relationships and grow the team through referrals and outreach.
• Lead client relationships as the primary point of contact for planning discussions.
• Serve as a Wealth Confidant by aligning wealth with client values and goals.
• Deliver comprehensive, collaborative financial planning and investment guidance.
• Enhance the client experience and support team growth.
• Grow professionally, expanding responsibilities and impact.

Kenntnisse

Relationship building

Business development

Entrepreneurial mindset

Professionalism

Communication

Affluent client experience

Ausbildung

Series 65 or equivalent

CFP®, CFA, CPA, or JD preferred

Jobbeschreibung

Highland Private Wealth Management in Bellevue, WA or Ellensburg, WA seeks a Wealth Advisor to align clients’ financial decisions with their values and goals. You will build trusted client relationships, lead planning discussions, and deliver thoughtful guidance in collaboration with professionals across the firm.

The role combines boutique service with the resources of Hightower Advisors, offering growth opportunities and a meaningful impact on clients’ lives.