Wealth Confidant: Relationship-Driven Advisor

Colonial Group; Bellevue (WA); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive health benefits

Parental leave

401(k) with employer matching

HSA contributions

Job summary

Highland Private Wealth Management is seeking a Wealth Advisor to help high-net-worth families align their wealth with values and goals. The role combines personalized planning with investment guidance within a Bellevue/Ellensburg footprint, backed by national resources.

The advisor will build relationships, lead client engagements, and contribute to team growth in a boutique-but-nationwide environment. The position emphasizes living fully, meaningful impact, and ongoing professional

Qualifications

• 2+ years of client-facing experience in wealth management or related financial services.
• Ability to earn trust, ask thoughtful questions, and explain financial concepts clearly.
• Desire to build relationships and contribute to team growth.
• Entrepreneurial mindset with initiative and accountability.
• Experience serving affluent individuals and families preferred.
• Series 65 or equivalent required; CFP/CFA/CPA/JD preferred.

Responsibilities

• Build relationships with prospective clients and centers of influence through referrals, networking, and outreach.
• Lead client relationships as the primary contact and guide financial planning discussions.
• Deliver comprehensive wealth management advice in collaboration with colleagues and clients' trusted professionals.
• Enhance the client experience and identify opportunities to strengthen relationships and service.
• Grow professionally by expanding responsibilities and impact.

Skills

Client relationship skills

Business development aptitude

Entrepreneurial mindset

Sound judgment

Professionalism

Affluent client experience preferred

Education

Series 65 or equivalent

CFP

CFA

CPA

JD designation or progress toward one

Job description

Highland Private Wealth Management is seeking a Wealth Advisor to help high-net-worth families align their wealth with values and goals. The role combines personalized planning with investment guidance within a Bellevue/Ellensburg footprint, backed by national resources.

The advisor will build relationships, lead client engagements, and contribute to team growth in a boutique-but-nationwide environment. The position emphasizes living fully, meaningful impact, and ongoing professional