Senior Associate Wealth Management Advisor
About The Position
JKS Financial is a comprehensive financial planning and wealth management practice, serving closely-held business owners, high-income professionals, and high-net-worth retirees throughout the Pittsburgh region. Our team of advisors and operations professionals is built around one standard: every client relationship gets the same disciplined planning process and the same level of attention, whether the client has been with us twenty years or twenty days. We're hiring a Senior Associate Wealth Management Advisor to own the day-to-day relationship with an established book of clients — meeting with them regularly, reviewing and updating their financial plans, and keeping them on track toward their goals. You'll also partner directly with our Lead Advisors on new business: building the analysis and the plan that turns a prospect meeting into a client relationship. It's a role built for someone who wants full ownership of client outcomes without having to build a book from a cold start.
Requirements
- Series 7 & 66 (or Series 65) required
- Life, Accident & Health license preferred, or obtained within 60 days of start.
- Prior experience as an associate financial advisor or in wealth management operations preferred
- A genuine desire to own outcomes — self-directed, resourceful, and comfortable taking initiative within an established plan
- Strong financial analysis and critical-thinking skills, with the judgment to spot a problem and propose a solution
- Clear, persuasive written and verbal communication — you can explain a complex recommendation simply
- Comfortable juggling multiple client relationships and deadlines without losing precision
- Proficiency with Microsoft Office and the ability to quickly pick up CRM and financial planning software (we currently use Box.com and industry-standard planning tools)
- A team-first approach — you'll be in daily contact with Lead Advisors and operations staff
Responsibilities
- Serve as a primary point of contact for an assigned set of existing clients, in close partnership with their Lead Advisor
- Lead regular financial plan reviews — revisiting goals, updating assumptions, and adjusting recommendations as clients' lives change
- Manage client onboarding, account transfers, and 401(k) rollovers from start to finish
- Oversee investment portfolio management and trade execution for your client relationships
- Respond quickly and thoroughly to client questions, keeping the relationship warm between formal reviews
- Work alongside Lead Advisors to prepare the financial analysis and proposals that win new client relationships
- Build comprehensive financial plans — retirement, insurance, investment, and cash-flow strategy — that Lead Advisors present to prospects
- Prepare case materials and illustrations that make a complex recommendation easy for a client to say yes to
- Maintain accurate, complete client records in our CRM and planning software
- Help uphold the workflows, policies, and compliance standards that keep the practice running smoothly and audit-ready
Benefits
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
- 401(k) with company match
- Employer-paid health insurance, plus dental, vision, and health savings account
- Short- and long-term disability insurance
- Term life insurance
- Paid time off and parental leave
- Professional development assistance and tuition reimbursement
- Flexible scheduling
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
