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 helping high-net-worth individuals and families maximize their financial returns and aligns financial decisions with personal goals.

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 engagement skills
• Strategic business development capabilities
• Ability to manage and deepen client relationships
• Knowledge of market trends and investment strategies
• Effective collaboration with external advisors
• Ability to build and maintain a professional network
• Commitment to a high-performance, client-first culture

Skills

• Exceptional communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to manage multiple priorities effectively
• Proficiency in financial planning software and tools
• Knowledge of regulatory requirements and compliance

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