Wealth Confidant: Grow Meaningful Client Relationships

Highland Private Wealth Management; Seattle (WA); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Competitive salary

Health benefits

Parental leave

401(k) plan

HSA contributions

Career growth opportunities

Meaningful work

Job summary

Highland Private Wealth Management seeks a Wealth Advisor to help clients align financial decisions with their values, goals, and future. The role focuses on building relationships, guiding planning discussions, and delivering thoughtful investment guidance within a boutique team backed by national resources.

Requirements include Series 65 or equivalent; CFP®, CFA, CPA, or JD preferred, and 2+ years in wealth management with strong relationship and business development skills.

Qualifications

• 2+ years of client-facing experience in wealth management or related financial services.
• Ability to explain financial concepts clearly and confidently.
• Strong network and prospecting skills to grow the client base.
• Series 65 or equivalent required; CFP/CFA/CPA/JD preferred.

Responsibilities

• Build relationships and grow the team.
• Lead client relationships and guide planning discussions.
• Serve as a Wealth Confidant to align wealth with values and goals.
• Deliver comprehensive advice with colleagues and trusted professionals.
• Enhance the client experience and support team growth.
• Grow professionally and expand responsibilities over time.

Skills

Relationship building

Communication

Entrepreneurial mindset

Sound judgment

Business development

Education

Series 65 or equivalent

CFP®, CFA®, CPA®, or JD preferred

Job description

Highland Private Wealth Management seeks a Wealth Advisor to help clients align financial decisions with their values, goals, and future. The role focuses on building relationships, guiding planning discussions, and delivering thoughtful investment guidance within a boutique team backed by national resources.

Requirements include Series 65 or equivalent; CFP®, CFA, CPA, or JD preferred, and 2+ years in wealth management with strong relationship and business development skills.