Associate Wealth Management Advisor

Jks Financial • Pittsburgh, PA

399d • $65,000 - $120,000

About The Position

The Associate Wealth Management Advisor at JKS Financial is responsible for maintaining and developing client relationships within a comprehensive financial planning and wealth management practice. This role involves managing existing client accounts, acquiring new clients, and ensuring compliance with operational workflows. The advisor will prepare financial analyses, develop financial plans, and manage investment portfolios, all while providing exceptional service to clients.

Requirements

• Series 7 & 66 or 6 preferred, required within 90 days.
• Life, Accident and Health licensing required upon start.
• Associate financial advisor or operations experience preferred.
• Familiarity with financial planning software and Microsoft applications.
• Strong critical thinking, financial analysis, and problem-solving skills.
• Ability to communicate persuasively and enthusiastically, both verbally and in writing.
• Strong attention to detail with the ability to complete work accurately.

Nice To Haves

• Desire to be competitive, self-starter, and resourceful.
• Ability to recognize and provide solutions to problems.
• Experience in a multi-tasking high urgency environment.

Responsibilities

• Assume primary responsibilities for all critical interactions with new or existing clients in conjunction with Lead Advisors.
• Follow existing task/project-based operational workflow with clear policies and procedures.
• Prepare financial analysis and financial planning recommendations.
• Follow through on client relationships and investment portfolio management.
• Prepare proposals and cases for clients.
• Develop financial plans for clients.
• Onboard new accounts, including 401k rollovers and transfers.
• Manage investment portfolios and execute trades.
• Respond to client requests and needs confidently.

Benefits

• Health savings account
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Tuition reimbursement
• Paid time off
• Parental leave
• Vision insurance
• 401(k) matching
• Employee discount
• Professional development assistance
• Flexible schedule
• Life insurance
• Retirement plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: No Education Listed