Posted 06/26/2026
Job Number: 16330

Advisor

Bellevue, Washington Remote

Industry:  Financial Services

Job Category: Finance

Job Type:  Direct Hire

Salary:  $150,000 - $175,000 / Annually

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Job Description

Position Title: Advisor

Highland Private Wealth Management is a multi-office advisory firm with locations in Bellevue and Ellensburg, providing comprehensive wealth advisory and investment guidance to high-net-worth individuals and families. As a growth-focused firm, Highland is dedicated to helping clients maximize their return on money and life—aligning financial decisions with what

matters most. The firm 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.

Salary Range: $150,000 – $175,000 / Year DOE

Advisor Responsibilities:

  • 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 firm culture

Advisor Requirements:

  • At least 5 years of experience in wealth management, including experience as an Advisor
  • Proven track record of growing a book of business
  • Experience working with clients who have $2-10M in liquid assets
  • Series 65 (or equivalent) certification
  • Primarily on-site, remote option available for non-local candidates
  • Professional designation (CFP®, CFA, CPA, JD) is preferred
  • Bachelor’s degree is required

Benefits:

  • 401(k) plan with 50% match up to 6%, eligible after 90 days
  • Medical, dental, and vision coverage + Discounted long-term care insurance
  • $50 technology stipend
  • Three weeks of paid time off in the first year

If you are an Advisor looking to take the next step in your career, apply now! #LI-KL1

Job ID: a0CUm00004BEPe5MAH

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