Wealth Advisor - Pittsburgh, PA

Advisor Talent Solutions • Pittsburgh, PA

4d • Onsite

About The Position

An established and growing wealth management firm is seeking a personable, motivated, and client-focused Wealth Advisor to join its Pittsburgh team. The role is suited to experienced financial planning professionals and emerging advisors who want to grow their careers with training, support, established client relationships, and structured processes. Candidates are not required to bring an existing book of business.

The Wealth Advisor will provide personalized financial guidance and ongoing support to an established client base, helping individuals and families pursue their long-term financial goals. The position includes reviewing financial plans and investment portfolios, supporting retirement and investment planning, responding to client inquiries, and collaborating with advisors and internal team members to deliver a positive client experience. The firm offers mentorship, licensing support, tuition reimbursement opportunities, and professional growth within a collaborative environment.

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 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 without having to build a book of business from scratch.
• Career development and opportunities to advance within a growing wealth management organization.
• Licensing support.
• Tuition reimbursement opportunities.
• Opportunity to develop expertise and 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