Associate Advisor- Highland Private Wealth Management

About the role

Highland Private Wealth Management is a growing advisory practice with offices in Bellevue and Ellensburg, Washington. For more than 25 years, we've served high‑net‑worth individuals and families through comprehensive wealth planning and investment management. Rooted locally and powered nationally, Highland combines the personal relationships of a boutique practice with the resources of Hightower Advisors. We manage approximately $2.8 billion in client assets and remain focused on helping clients align their wealth with what matters most. At Highland we refer to our advisors as Wealth Confidants because we believe the most successful advisors do more than provide financial advice—they build trusted relationships, help clients navigate life's biggest decisions, and help clients use their wealth with greater clarity, confidence, and purpose. As an Associate Advisor you'll work alongside experienced Advisors while developing and delivering financial planning and investment recommendations, building meaningful client relationships, and growing into a trusted Wealth Confidant capable of leading client engagements.

Responsibilities

• Manage and deepen client relationships; serve as a primary point of contact for select client relationships while partnering with Advisors on more complex engagements.
• Help clients navigate important financial decisions with confidence and clarity.
• Develop financial planning analyses and recommendations related to retirement, tax, estate, insurance, cash flow, and investment planning strategies.
• Present recommendations to clients and collaborate with Advisors on complex planning needs.
• Create and present client deliverables: prepare financial plans, investment recommendations, meeting materials, presentations, and follow‑up action plans that help clients understand and implement advice.
• Lead implementation: coordinate the execution of planning and investment recommendations by working with clients, custodians, and outside professionals.
• Lead and participate in client meetings: present planning strategies, discuss recommendations, and guide clients through financial decisions while building trusted relationships.
• Collaborate across the team: partner with Advisors, Operations, and clients' outside professionals to develop comprehensive solutions and deliver coordinated advice.
• Continue growing professionally: strengthen technical knowledge and advisory capabilities while expanding ability to lead client relationships independently; participate in business development, strengthen professional relationships, contribute to client retention, and support Highland's continued growth.

Requirements

• A foundation in financial services: 2+ years of experience in wealth management, financial planning, banking, accounting, financial services, or a related field.
• Strong organizational skills: ability to manage details, follow through on commitments, and maintain accuracy in a fast‑paced environment.
• Strong advisory and communication skills: ability to explain complex financial concepts