Advisor- Highland Private Wealth Management
About the role
The role is an entrepreneurial opportunity within Highland Private Wealth Management, a multi-office advisory practice with locations in Bellevue and Ellensburg. It focuses on wealth advisory and investment guidance for high-net-worth individuals and families.
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
- Maintain and 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 culture
Requirements
- At least 5 years of experience as an Advisor in wealth management
- Proven track record of growing a book of business
- Series 65 (or equivalent) certification
- Primarily on-site, remote option may be available for non-local candidates dependent upon experience and client base
- Professional designation (CFP®, CFA, CPA, JD) is preferred
- Bachelor's degree is required
Qualifications
- Experience in wealth management
- Strong client relationship management skills
- Ability to manage and grow a client base
- Knowledge of financial planning and investment strategies
- Effective communication and interpersonal skills
Skills
- Financial planning and investment strategies
- Client relationship management
- Business development
- Market analysis and trend identification
- Collaboration with external advisors
- Event planning and relationship-building
Benefits
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
Pay
Base salary of $160,000-$170,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
Schedule
Primarily on-site, with remote flexibility considered based on experience and location
Company Information
Hightower is a wealth management firm founded in 2008. It provides investment, financial, and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower operates as a registered investment advisor (RIA) based in Chicago with advisors across the U.S.
Equal Opportunity Employer
Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.