HighTower Advisors

Advisor- Highland Private Wealth Management

HighTower Advisors • $160K — $170K *
Ellensburg, WA 98926In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • At least 5 years of experience in wealth management as an Advisor
  • Proven track record in building and growing a client book
  • Possession of Series 65 certification (or equivalent)
  • Preferred professional designations like CFP®, CFA, CPA, or JD
  • A Bachelor's degree is required

Responsibilities

  • Engage directly with clients to understand financial goals and needs
  • Build and grow a personal book of business through proactive strategies
  • Manage and deepen client relationships post-acquisition
  • Monitor market trends for investment strategy discussions
  • Meet or exceed revenue targets for client acquisition
  • Design and deliver personalized client service experiences
  • Collaborate with external advisors to enhance client outcomes
  • Expand professional network through events and relationship efforts

Benefits

  • Comprehensive coverage for medical, dental, and vision insurance starting on the first day of employment
  • Generous paid parental leave (16 weeks for primary caregiver, 8 weeks for secondary caregiver)
  • 401k matching plan available to help save for retirement
  • Employer contributions to HSA for healthcare savings
  • Student loan assistance to help manage education costs
  • Pet insurance provided as a unique employee benefit
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

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