Associate Wealth Advisor

Waverly Advisors • Pittsburgh, PA

13d • Onsite

About The Position

Smithfield Trust, an affiliate of Waverly Advisors, is seeking an Associate Wealth Advisor for its Pittsburgh office. The role provides comprehensive support to high-net-worth clients while working closely with experienced Wealth Advisors. The Associate Wealth Advisor supports clients’ operational needs, helps manage client relationships, and participates in advanced financial planning through ongoing communication, excellent service, and strong operational support. The role offers an opportunity to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team.

The successful candidate communicates effectively with clients and colleagues, pays close attention to detail, writes and speaks well, and brings an energetic, positive attitude and willingness to learn. Organizational skills, resiliency, flexibility, promptness, and the ability to anticipate needs are important. Minimal travel is required.

Requirements

• Bachelor’s degree required, preferably in Finance, Business, Economics, or a related field.
• Five to ten years of experience in the financial services industry, preferably at an RIA or bank.
• Ability to use financial planning software such as eMoney, RightCapital, or MoneyGuidePro.
• Proficiency with a CRM such as Salesforce.
• Effective tax-planning abilities within a holistic wealth management plan.
• Detail-oriented self-starter with problem-solving ability, adaptability, and flexibility.
• Effective speaking and presentation skills.
• Excellent writing and math proficiency.
• Strong organizational skills and ability to prioritize and balance multiple projects simultaneously.
• Able to work in a team environment and independently; coachable.
• Learning and development mindset and drive for continuous improvement.
• Commitment to continuing education for professional development and growth.
• Proficiency with Microsoft Office suite.
• Able to sit for prolonged periods and work at a computer, lift up to 15 pounds at times, and access and navigate the organization’s facilities.

Nice To Haves

• At least one of the following designations is strongly preferred: CFA®, CFP®, or CPA.

Responsibilities

• Facilitate the client consulting process by preparing for and following up on each step of the client experience and actively participating in client meetings.
• Support Wealth Advisors in business development while pursuing personal efforts to generate organic growth.
• Execute client requests, update client information, and follow up on open items for advisors and clients.
• Develop wealth management knowledge, including Waverly’s investment philosophy and market outlook, portfolio construction and management, goals-based financial planning, and estate, tax, and philanthropic planning considerations.
• Prepare client meeting materials and attend client and/or prospect meetings.
• Collaborate with financial planners and Wealth Advisors to develop financial plans that help clients understand their financial picture and create strategies to achieve their goals.
• Monitor client asset allocations, portfolio rebalancing, and trade recommendations with Wealth Advisors and the internal trading team.
• Manage deliverables from start to finish with Client Service Associates and other internal or external parties as needed.
• Document client communications diligently and use CRM software.
• Serve day-to-day client needs and collaborate with team members to provide a high level of service.
• Provide on-demand and scheduled reports to advisors and clients as requested.
• Participate in and contribute to team meetings as assigned.
• Review quarterly reports for accuracy.
• Track and complete special projects throughout the year as needed.
• Manage client onboarding and facilitate new account paperwork with the client service team.

Benefits

• Comprehensive health, dental, and vision coverage.
• 401(k) retirement plan with match and profit sharing.
• Twelve paid holidays each year.
• An extra vacation day during the employee’s birthday week.
• Responsible Time Off policy with flexibility and no annual PTO limits, balanced with team responsibilities and business needs.
• Paid sabbatical of four consecutive weeks after seven years of service.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level