Senior Wealth Advisor - Pittsburgh, PA

Advisor Talent Solutions • Pittsburgh, PA

4d • Onsite

About The Position

An established and growing wealth management firm is seeking a driven, personable, and results-oriented Senior Wealth Advisor to lead business development efforts in its expanding Pittsburgh office. This opportunity is for an experienced financial services professional who enjoys building relationships, educating prospective clients, and helping individuals and families develop strategies for their financial future.

The firm provides established marketing systems, qualified warm leads, and a structured training program, allowing the advisor to focus on developing relationships and growing the business without relying on cold calling or bringing an existing book of business. The position is full-time and on-site in Pittsburgh, Pennsylvania. Compensation includes a base salary plus a production-based commission structure.

Requirements

• Approximately 1–5+ years of experience in wealth management, financial advising, financial services, or a related client-facing sales role.
• Series 65 license preferred, or willingness to obtain it within 90 days of hire.
• Ability to build relationships, communicate financial concepts, and develop business opportunities.
• Experience conducting client or prospect meetings and presenting financial solutions.
• Strong presentation, communication, and interpersonal skills.
• Self-motivated and goal-oriented approach, with the ability to manage a sales pipeline.
• Confidence presenting financial strategies and guiding prospective clients through important financial decisions.
• Willingness to learn and adapt to the firm's established processes, training, and sales methodology.

Nice To Haves

• CFP® or CFA designation, or progress toward obtaining one.
• Experience conducting financial seminars, educational presentations, or community outreach events.
• Successful track record of developing new business and converting prospects into clients.
• Experience working with qualified leads and established marketing funnels.
• Strong consultative selling skills and the ability to build credibility with prospective clients.
• Ability to connect with people and make complex financial topics easy to understand.
• Growth-oriented mindset and ability to embrace new ideas, challenge the status quo, and adapt to changing business needs.
• Humble, hardworking, personable approach and a strong desire to succeed as part of a collaborative team.

Responsibilities

• Develop new client relationships by engaging with qualified prospects generated through established marketing and lead-generation programs.
• Conduct initial consultations and discovery meetings to understand prospective clients' financial goals, needs, and priorities.
• Present comprehensive wealth management and financial planning solutions tailored to individual client circumstances.
• Lead educational seminars and community presentations to generate awareness and develop new business opportunities.
• Build trust and establish long-term relationships with prospective clients through effective communication and consultative selling.
• Guide prospects through the onboarding process and convert opportunities into long-term client relationships.
• Identify opportunities to expand client relationships through additional financial planning and investment solutions.
• Collaborate with internal advisors and team members to ensure a seamless client experience.
• Manage the pipeline, follow up with prospects, and work toward established business development goals.

Benefits

• Base compensation plus a production-based commission structure.
• Structured training, mentorship, and opportunities to strengthen advisory expertise.
• Qualified warm leads generated through established marketing programs.
• Marketing funnels, lead-generation programs, and seminar opportunities.
• Opportunity to grow with an expanding wealth management organization.
• Collaborative, team-oriented environment focused on hard work, accountability, personality, and continuous improvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed