Wealth Advisor - Pittsburgh, PA

Advisor Employee Services • Pittsburgh, PA

3d • Onsite

About The Position

An established and growing wealth management firm is seeking a personable, motivated, and client-focused Wealth Advisor to join its expanding Pittsburgh team. The role is suited to an experienced financial planning professional or an emerging advisor ready to grow, and offers training, support, established client relationships, and opportunities for professional development. Candidates are not required to bring an existing book of business.

The Wealth Advisor will manage and develop relationships with an established client base, provide personalized financial guidance, and support clients in pursuing their long-term financial goals. The position involves annual client reviews, portfolio assessments, retirement and investment planning, client support, and collaboration with advisors and internal team members. The firm provides a structured training program, established processes, licensing support, and opportunities to take on increasing responsibility.

Requirements

• Approximately 1–5 years of experience in wealth management, financial planning, financial services, or a related field.
• Series 65 license preferred, or willingness to obtain it within 90 days of hire.
• Experience working with financial plans, investment portfolios, and client relationships.
• Strong communication and interpersonal skills, with the ability to build trust and establish rapport.
• A client-first mindset and genuine interest in helping individuals and families achieve their financial goals.
• Strong organizational skills and the ability to manage multiple client relationships and priorities.
• Willingness to learn, adapt, and follow established processes and procedures.

Nice To Haves

• Bachelor's degree in Finance, Business, Economics, or a related field.
• CFP® or CFA designation, or progress toward obtaining one.
• Previous experience conducting client meetings, annual reviews, and portfolio assessments.
• Background as a Paraplanner, Financial Planning Associate, Wealth Management Consultant, or Associate Advisor.
• Ability to identify additional planning opportunities and recognize ways to enhance client relationships.
• Growth-oriented mindset and ability to embrace new ideas, processes, and technology.
• Humble, personable, hardworking, and confident without being overly aggressive.
• Team-oriented approach and enjoyment of collaboration and contributing to a positive workplace culture.

Responsibilities

• Manage and develop relationships with an established client base, providing personalized financial guidance and ongoing support.
• Conduct annual client reviews to evaluate financial plans, investment portfolios, and changing financial needs.
• Review client portfolios and identify opportunities for investment enhancements, adjustments, and additional planning strategies.
• Assist clients with retirement planning, investment strategies, and overall financial planning needs.
• Identify opportunities to strengthen existing relationships and expand services based on clients' evolving financial goals.
• Respond to client inquiries and provide timely, knowledgeable, and professional support.
• Collaborate with other advisors and internal team members to deliver an exceptional client experience.
• Follow established financial planning processes and firm-specific procedures.

Benefits

• Structured hands-on training and mentorship.
• Opportunity to work with an established client base.
• Career development and advancement opportunities.
• Collaborative, growth-oriented culture.
• Licensing support.
• Tuition reimbursement opportunities.
• Opportunity to take on increasing responsibility and ownership of client relationships.

What This Job Offers

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