Advisor- Highland Wealth Management
$160k - $170kHightower Advisors
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. The role is primarily on‑site but may 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) AN EQUAL OPPORTUNITY EMPLOYER: Highland 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, physical or mental disability, medical condition, gender identity or expression, 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 Hightower Advisors
- Highland Private Wealth Management is a multi-office advisory practice with Bellevue and Ellensburg locations, offering wealth advisory and investment... ..., grow a personal book, and collaborate with external advisors to deliver strategic outcomes. #J-18808-Ljbffr Vigilant...SuggestedWork at officeRemote work
- Highland Private Wealth Management is a multi-office advisory practice with Bellevue and Ellensburg locations, seeking an experienced advisor to build and scale a personal client book while delivering comprehensive wealth management and investment guidance. The role emphasizes...SuggestedWork at officeRemote work
$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients... ...communities and committed to meeting the banking, lending, and wealth management needs of its clients. Mechanics Bank now provides a broader,...SuggestedWork at officeLocal area- Boutique Recruiting is seeking an Advisor in Bellevue, WA, to drive impact in wealth management. This role involves building and managing a client portfolio of high-net-worth individuals. The ideal candidate will have over 5 years of experience, a Series 65 certification...Suggested
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Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA Join to apply for the Associate Financial Advisor - Ascend National Wealth... .../contracted by the Lead Advisor. Thrivent Investment Management Inc. is the sponsor for FINRA registration and Thrivent...Full timeWork at officeLocal area$88k - $150k
Parcion Private Wealth LLC is looking for an experienced Family Advisor in Bellevue, WA. This role involves managing relationships with ultra-high net worth clients and their families through liquidity events. The advisor will lead financial planning and collaborate with...- ...Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto. GC Wealth serves as an independent wealth and asset management business serving high net worth individuals, family offices, foundations and not for profit organizations...
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- ...Associate Advisor Greater Seattle Area ISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment... ...United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth...For contractorsWork at office
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A leading global financial firm in Seattle is seeking a Wealth Management Professional to manage ultra-high net worth client relationships. You will collaborate with Private Wealth Advisors and oversee asset movements while delivering unparalleled service. Required qualifications...- U.S. Bank in Seattle is seeking a Private Wealth Advisor to identify and deepen client relationships while managing various aspects of wealth and estate planning. The role requires strong relationship management skills and over eight years of experience in handling High...Work at officeRemote work
- JCW Group is looking for a Junior Wealth Advisor in Seattle, Washington to support client acquisition initiatives and nurture relationships... ...hands-on experience in financial planning and investment management. This role is perfect for a detail-oriented individual who enjoys...
- The Junior Wealth Advisor will play a key role in supporting client acquisition initiatives, nurturing prospective client relationships,... ...will gain hands‑on exposure to financial planning, investment management, and relationship management while developing their own book...Work at office
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Empirical Wealth Management, based in Seattle, is looking for experienced Financial Advisors to join our fast-growing firm. Candidates should be dedicated to growing a practice while providing high-quality advice and service to clients. The ideal candidate will have a...$125k - $200k
A wealth management firm is seeking a dedicated professional to manage client service experiences and provide strategic financial planning. Candidates should have a Bachelor's degree in Finance or Economics and certifications such as CFP or CFA. Strong analytical and communication...- Charles Schwab Corporation is seeking a Financial Consultant in Redmond, Washington. The role involves advising existing clients on wealth management and financial planning, building relationships, and driving client asset consolidation. Job qualifications include a valid...
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Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients... ...advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...Temporary workWork experience placementLocal area3 days per week- Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients....
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