Senior Wealth Advisor - Pittsburgh, PA

Advisor Employee Services • Pittsburgh, PA

3d • 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. The role focuses on building relationships, educating prospective clients, and providing financial solutions to help individuals and families plan for their financial future.

The firm offers established marketing systems, qualified warm leads, and structured training. The advisor can focus on client relationships and business growth without relying on cold calling or bringing an existing book of business. Compensation includes a base component and production-based commission, with professional development and career growth opportunities.

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 financial decisions.
• Willingness to learn and adapt to the firm's 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 ability to build credibility with prospective clients.
• Ability to connect with people and explain complex financial topics clearly.
• Growth-oriented mindset and ability to embrace new ideas, challenge the status quo, and adapt to changing business needs.
• Humble, hardworking, and personable approach, with a 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 business opportunities.
• Build trust and long-term relationships with prospective clients through effective communication and consultative selling.
• Guide prospects through onboarding 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 prospect pipeline, follow up with prospects, and work toward established business development goals.

Benefits

• Qualified warm leads generated through established marketing programs.
• No requirement to bring an existing book of business.
• Established marketing support, including lead-generation programs and seminar opportunities.
• Base compensation plus a production-based commission structure.
• Structured training, mentorship, and opportunities to strengthen advisory expertise.
• Career growth opportunities in a growing wealth management organization.
• Collaborative, team-oriented environment.

What This Job Offers

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