Wealth Confidant: Meaningful Client Relationships
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Highland Private Wealth Management seeks a Wealth Advisor to help clients align financial decisions with their values, goals, and future. The role focuses on building relationships, guiding planning discussions, and delivering thoughtful investment guidance within a boutique team backed by national resources.
Requirements include Series 65 or equivalent; CFP®, CFA, CPA, or JD preferred, and 2+ years in wealth management with strong relationship and business development skills.
This posting is for the Wealth Confidant:
Grow Meaningful Client Relationships role at Highland Private Wealth Management, based in Seattle, WA, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 150..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Confidant:
Grow Meaningful Client Relationships role in the description above.
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