Advisor- Highland Private Wealth Management

About the role

Highland Private Wealth Management is a multi-office advisory practice with locations in Bellevue and Ellensburg, providing comprehensive wealth advisory and investment guidance to high-net-worth individuals and families. As a growth-focused practice, Highland is dedicated to helping clients maximize their return on money and life—aligning financial decisions with what matters most. The team takes an integrated approach to wealth management, partnering closely with clients and their broader network of advisors to deliver thoughtful, strategic outcomes over time. Highland’s philosophy centers on connecting financial success with purpose, empowering clients to live fully while building and protecting their wealth. This is an ideal environment for entrepreneurial professionals: ownership, business development, and meaningful client impact are core to the role. For advisors looking to build and scale their own practice, deepen client relationships, and thrive in a high-performance yet supportive culture, Highland offers a platform where ambition translates into real opportunity.

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 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
• Bachelor's degree is required
• Primarily on-site work (remote option may be considered for non‑local candidates based on experience and client base)

Qualifications

• Professional designation (CFP®, CFA, CPA, JD) is preferred

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 dependent on experience)

Schedule

Primarily on‑site, with remote flexibility considered based on experience and location