HighTower Advisors

Advisor- Highland Private Wealth Management

HighTower Advisors • $160K — $170K *
Bellevue, WA 98006In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5+ years of experience as a wealth management Advisor
  • Proven success in growing a personal book of business
  • Possession of Series 65 certification or equivalent
  • Bachelor's degree required
  • Professional designations like CFP®, CFA, CPA, or JD preferred
  • Willingness to work primarily on-site with some remote flexibility for qualified candidates.

Responsibilities

  • Engage clients to discern their financial aspirations
  • Cultivate and expand a personal client portfolio through strategic initiatives
  • Nurture relationships with clients post-acquisition
  • Stay informed on market trends and participate in strategy discussions
  • Achieve or exceed targets for client acquisition revenues
  • Create customized client service experiences
  • Collaborate with external advisors to optimize client services
  • Network actively to grow professional connections

Benefits

  • Immediate medical, dental, and vision insurance coverage on the start date
  • Generous paid parental leave (up to 16 weeks for primary caregivers)
  • 401k matching for retirement savings
  • Employer contributions to HSA accounts
  • Student loan repayment assistance offered
  • Option for pet insurance coverage
Full Job Description
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)


About HighTower Advisors

Learn more about HighTower Advisors
Industry
Finance & Insurance
Founded
2008
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at HighTower Advisors

More Finance & Insurance Jobs

Find similar Advisor- Highland Private Wealth Management jobs:

NationwideBellevue, WA