What are the responsibilities and job description for the Associate Wealth Advisor position at Highline Wealth Partners?
Company Description
Highline Wealth Partners is a growing RIA based in Los Angeles. We serve complex clients with planning-led, long-horizon advice — and we've built a platform where advisors can develop a durable practice with real infrastructure behind them.
Highline offers a sophisticated advisory platform, a collaborative culture, and meaningful long-term opportunity. This role is best suited for an advisor who wants to build something substantial inside a high-quality firm — and who values mentorship, infrastructure, and long-term upside.
Role Description
We're hiring for a true career-track seat. This is not a back-office planning role — it's a client-facing development seat designed for an emerging advisor who wants to grow into a lead advisor over time.
From day one, you'll work shoulder-to-shoulder with senior advisors on sophisticated client relationships, participate in meetings and planning, implement investment and financial planning strategies, and follow a structured ramp toward building your own client base.
Early Responsibilities:
Client Support & Advisory Development
- Participate in client meetings alongside senior advisors
- Help prepare financial plans and recommendations
- Support ongoing client service and planning updates
- Gradually take on more direct client responsibility
Planning & Technical Work
- Build and update financial plans
- Run scenario analyses and projections
- Support tax-aware and after-tax planning strategies
- Coordinate implementation across investments (public and private) and planning
Advisor Team Integration
- Support one or more senior advisors as a servicing or support advisor
- Participate in client reviews and planning coordination
- Develop into hybrid lead/servicing roles over time
- Potential to ultimately build or join a dedicated advisor team
Qualifications
- 3–8 years in wealth management or financial planning
- Experience supporting or leading client relationships
- Some portable assets or ability to transition relationships preferred (~$5–20MM ideally)
- Strong communicator and relationship builder
- Technically capable and detail-oriented
- Ambitious but team-oriented
- Focused on long-term career development, not short-term moves
- Bachelor’s degree in Finance, Business, or a related field
- Series 65 required, or ability to obtain quickly
- CFP® certification or progress toward certification is a plus
Location
Los Angeles (in-office preferred). Some flexibility may exist for exceptional candidates.