Advisor

About the role

The role of Advisor at Highland Private Wealth Management is a growth-focused position that combines entrepreneurial spirit with a commitment to client success. Based in Bellevue with remote flexibility, this role is ideal for those seeking to build and scale their own practice, deepen client relationships, and thrive in a high-performance yet supportive culture.

Responsibilities

• Engage directly with clients to understand their financial goals and needs
• Build and grow a personal book of business through proactive, strategic business development
• Manage and deepen client relationships following acquisition
• Monitor market trends and participate in ongoing investment strategy discussions
• Meet or exceed revenue targets set for client acquisition
• Design and deliver tailored client service and planning experiences
• Collaborate with external advisors (e.g., CPAs, attorneys) to enhance client outcomes
• Actively expand professional network through events and relationship-building efforts
• Contribute to and uphold a high-performance, client-first firm culture

Requirements

• At least 5 years of experience in wealth management, including experience as an Advisor
• Proven track record of growing a book of business
• Experience working with clients who have $2-10M in liquid assets
• Series 65 (or equivalent) certification
• Primarily on-site, remote option available for non-local candidates
• Professional designation (CFP®, CFA, CPA, JD) is preferred
• Bachelor’s degree is required

Benefits

• 401(k) plan with 50% match up to 6%, eligible after 90 days
• Medical, dental, and vision coverage + Discounted long-term care insurance
• $50 technology stipend
• Three weeks of paid time off in the first year