Advisor- Highland Private Wealth Management
$160k - $170kColonial Group
Your Future Team 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. While the role is primarily on-site, it can be based out of either the Bellevue or Ellensburg office, with remote flexibility considered based on experience and location. What You’ll Do 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 What You’ll Bring 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 What We Offer 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 Base salary of $160,000-$170,000 plus discretionary bonus (exact base salary amount will be dependent on experience) Hightower’s Story Founded in 2008, Hightower is a wealth management firm that 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’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). AN 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. #J-18808-Ljbffr Colonial Group
- Goldman Sachs Wealth Management invites applications for a Private Wealth Advisor role. The position focuses on building and growing relationships with ultra-high net worth clients, delivering holistic wealth management strategies, and leveraging Goldman Sachs global capabilities...Private
$100k
## Private Wealth AdvisorApply: New York: Full time: Posted Yesterday: JR7388**“I can be myself... ...**“I can succeed as a Private Wealth Advisor at Capital Group.”**As a Private Wealth... ...wealth planning expertise, and investment management. Our support structure is ideally...PrivateFull timeTemporary workLocal areaFlexible hours- Capital Group, in New York, is seeking a Private Wealth Advisor to cultivate client relationships and build a practice within our Private Client... ...degree plus CFP, CFA, or MBA, 10+ years of wealth management experience, and a portable book of business or strong referral...Private
- ...City, MO seeks a Senior Investment Advisor to serve as the client-facing investment expert for Private Bank clients. You will grow assets under management through business development in partnership... ...with the Private Bank team and Wealth Management Advisors. You will...PrivateBank staff
- First Horizon Corporation is seeking an experienced Private Client Sales Manager to develop and lead a high-value client portfolio and steer a large... ...and insurance specialists to offer customized banking and wealth solutions while aiming to grow deposits, loans, and fee...Suggested
- KeyBank is seeking a Private Client Banker (PCB) to manage the end-to-end client relationship with a plan-based approach to financial advice. The PCB will deliver and refer financial solutions to clients with up to $2M in investable assets, gathering and documenting client...Private
- ...United States## About This RoleApollon Wealth Management is seeking a Director of Alternative Investments... ...investment program across hedge funds, private credit, private equity, private assets,... ...macroeconomic trends. Assist financial advisors with portfolio construction for high-...PrivateRemote work
$170k - $300k
## Citi Wealth Lending | Lending AdvisorApply: Hybrid: New York New York United... ...worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as trusted... ...help deliver the complete financial management strategies that today’s wealth requires...PrivateFull timeFor contractorsLocal area- ...Associate Wealth Advisor page is loaded## Associate Wealth Advisorlocations: US-TX-Austin-500... ...key member of the advisory team, helping manage and strengthen client relationships through... ...planning, investment advisory, private banking, or a related field.* CFP(R), CFA...PrivatePermanent employmentTemporary workWork at officeFlexible hours
$80k - $150k
## Key Private Bank Associate Relationship ManagerApply: Plymouth Meeting, PA: Full time:... ...investment solutions. The Associate Relationship Manager (ARM) is at the center of this client... ...an in-depth knowledge of financial wealth management and brokerage investment advisory...PrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- Northern Trust Corp in Newport Beach, CA, seeks a Senior Managing Director to lead our Wealth Management business in the Orange County region. You... ...delivering investment management, trust and estate planning, and private banking to sophisticated clients. The ideal candidate...
- ...& foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance... ...Investment Committees, CIO/CFO of client institutions, outside advisors, etc.* Select and evaluate investment managers for...PrivateFull timePrivate practiceWork at officeLocal areaImmediate startWorldwide
$120k - $185k
...providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and... ...your network with clients to become a trusted and reputable advisor**Qualifications:*** Bachelors degree or degree equivalent...PrivateWork experience placement- Merrill Wealth Management, part of Bank of America, seeks candidates for the Advisor Development Program - Financial Advisor-Partially Registered to build a book of business with high-net-worth clients. You will develop relationships, assess goals, and prepare investment...Traineeship
- Grimes & Company Wealth Management is expanding its advisory team and seeking an experienced Financial Advisor to serve high-net-worth clients across the country. The role focuses on developing long-term relationships, delivering comprehensive financial planning, and guiding...
$200k
About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial...Work at officeRemote work- Northern Trust in Los Angeles seeks a Sr. Relationship Advisor to manage a sophisticated client base within wealth management and fiduciary services. You will collaborate with clients, family offices and external advisors to deliver holistic advice, drawing on NT resources...
- Northern Trust in Cleveland is seeking a Senior Portfolio Advisor for Wealth Management in OH. The role focuses on managing large, fee-producing accounts for UHNW clients, leveraging a broad set of investment solutions and collaborative client service. You will drive growth...
- Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. Wearen’tyour typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly...Local area
- ...estate professional who can lead a team of Portfolio Managers and Credit Analysts and directly contribute to the... ...The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets...PrivateFull timeWork experience placementWork at officeLocal area
- ...application process. Investment Manager Full Time Professional... ...ID: 1049 True North Advisors is currently looking to hire... ...the firm to both public and private market investments, with an initial... ...Independent RIA that serves the wealth management needs of high-net-...PrivateFull timeCurrently hiringRemote work
- ABS Associates of New York, Inc. (wealth management division of Apple Bank) seeks a Financial Consultant on Long Island to drive revenue through investment product sales in a banking environment. The role emphasizes high activity, client engagement, and teamwork with branches...
- Citibank seeks a Sr. Analyst in Wealth Relationship Management (Branch) in San Francisco to lead sophisticated advisory activity, build high-net-worth relationships, and drive holistic financial planning solutions. The role requires FINRA registrations and mortgage license...
- ## Wealth Advisor - PNC Wealth ManagementApplylocations: PA - Erie (16510)time type: Full timeposted on: Posted Yesterdayjob requisition... ...the company’s success. As a Wealth Advisor within PNC's Wealth Management organization, you will be based in Pennsylvania.PNC is an in-...Full timeTemporary workPart timeWork experience placementWork at office
- ...communities we serve? Boone Memorial Health is seeking an experienced Grants Program Manager to lead the development, administration, and compliance of our federal, state, and private foundation grant portfolio. This is an exciting opportunity for a highly organized...PrivateFull timeLocal area
$300k
...FUNDS ASSOCIATE ATTORNEY Investment Management & Funds Practice Group Open to... ...for a diverse client base that includes private equity sponsors, hedge fund managers, credit... ...matters independently and serve as a trusted advisor to sophisticated clients Excellent...PrivateWork at office- BNY Mellon in Dallas seeks a Senior Portfolio Manager to join our Wealth Management team. This role will independently manage a significant amount of assets within client investment policy guidelines, direct a substantial portion of AUM, and oversee larger or more complex...
- True North Advisors seeks an Investment Manager to join our Dallas team, reporting to the Chief Investment Officer. This full-time role provides broad exposure across public and private markets, with emphasis on hedge funds and portfolio construction. The ideal candidate...PrivateFull time
$123.2k - $200k
## Wealth Advisor Regional Sales Manager - PNC Wealth ManagementApplylocations: OH - Pepper Pike: IL - Chicago: AZ - Phoenix: GA - Atlanta: IN - Indianapolistime type: Full timeposted on: Posted 2 Days Agojob requisition id: R232001# **Position Overview**At PNC, our people...Full timeTemporary workPart timeWork experience placementWork at office- ...mortgage ultra high net worth clients. Works closely with private banking relationship managers in providing custom mortgage solutions to meet the... ...loan requests to ultra high net worth clients of Global Wealth and Investment Management (GWIM), which includes Private...PrivateWork at officeFlexible hoursShift workDay shift
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