Advisor, Finance & Banking, Wealth Management

WEALTH ADVISOR

Highland Private Wealth Management | Bellevue, WA or Ellensburg, WA

Your Future Team

A fulfilling life is built through purpose, relationships, and meaningful impact. We believe the same is true of a career.

At Highland, we often talk with clients about Living Fully® and aligning their financial resources with what matters most. We believe that principle applies to careers as well. The work you do every day should reflect your values, create meaningful impact, and contribute to a life fully lived.

At Highland, we refer to our advisors as Wealth Confidants because we believe the best advisors do more than provide financial advice. They build trusted relationships, help clients navigate life's biggest decisions, and connect financial success with a life of meaning and purpose.

As a Wealth Advisor, you'll help clients align their financial decisions with their values, goals, and vision for the future.

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 one goal: helping our clients use their wealth to support the lives they want to lead.

We're looking for an advisor with strong potential, a collaborative mindset, and a desire to make a meaningful difference in the lives of clients.

Why Advisors Choose Highland

A distinctive approach to advice. Help clients connect their financial decisions with what matters most, guiding conversations that extend far beyond investments and portfolio performance.

One team, shared success. Work alongside professionals who freely share knowledge, support one another's growth, and collaborate to help deliver exceptional client outcomes.

A culture of ownership and generosity. Join a team where collaboration, accountability, and investing in each other's success are part of everyday life.

Boutique culture. National resources. Enjoy the entrepreneurial spirit of a boutique team backed by the scale, technology, and resources of Hightower Advisors.

A platform for growth. Expand client relationships, deepen your knowledge, and build a long-term career within a growing team.

Deep roots in the community. Represent a team with longstanding ties throughout Washington.

What You'll Do

Build relationships and grow the team. Develop connections with prospective clients, centers of influence, and professional partners through referrals, networking, community involvement, and proactive outreach.

Lead client relationships. Serve as a primary point of contact, guide planning discussions, and help clients make thoughtful financial decisions.

Serve as a Wealth Confidant. Help high-net-worth individuals and families align their wealth with their values, priorities, and goals.

Deliver comprehensive advice. Collaborate with colleagues and clients' trusted professionals to provide thoughtful planning and investment guidance.

Enhance the client experience. Identify opportunities to strengthen relationships, improve service, and support team growth.

Grow professionally. Continue developing your knowledge, expanding your responsibilities, and increasing your impact.

What You'll Bring

A foundation in wealth management. 2+ years of client-facing experience in wealth management, financial planning, banking, or a related financial services field.

Strong relationship skills. The ability to earn trust, ask thoughtful questions, and explain financial…