Associate Advisor

Signature Wealth; Pittsburgh (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Parking provided by the firm

Job summary

Signature Wealth in Pittsburgh is seeking an Associate Advisor to support Lead Advisors, nurture client relationships, and grow into a trusted financial planning professional within a collaborative, team-based environment.

You'll participate in client meetings, prepare comprehensive plans, manage relationship management tasks, and coordinate with Wealth Planning, Portfolio Management, and Client Services to deliver a seamless advisory experience.

Qualifications

• Bachelor's degree or equivalent experience.
• Minimum 3 years of wealth management or financial services experience.
• Series 7 and Series 66 required (or ability to obtain).
• CFP designation required.
• Life, Health, Fixed and Variable Insurance Licenses required (or ability to obtain).
• Commitment to completing Signature Wealth's Associate Advisor Mentorship Program – Level I.
• Additional professional development and behavioral finance education encouraged.

Responsibilities

• Support Lead Advisors in managing ongoing client relationships and delivering an exceptional client experience.
• Prepare comprehensive financial plans and planning analyses to support client recommendations.
• Participate in client meetings, including presenting portions of recommendations and leading discussions as appropriate.
• Develop planning strategies related to retirement, tax, estate, insurance, and investment planning.
• Serve as a trusted point of contact for client questions, follow-up, and ongoing service needs.
• Coordinate implementation of planning recommendations with Client Services, Portfolio Management, Operations, and Wealth Planning.
• Monitor client action items and ensure recommendations are implemented accurately and timely.
• Communicate investment recommendations and planning updates in partnership with Lead Advisors.
• Build long-term client relationships through proactive communication, responsiveness, and follow-up.
• Maintain accurate client documentation within CRM and firm systems.
• Continue developing advisory, relationship management, and behavioral coaching skills.

Skills

Passion for financial planning

Relationship management

Interpersonal communication

Analytical thinking

Attention to detail

Team collaboration

Professional growth mindset

Emotional intelligence

Education

Bachelor's degree or equivalent experience

Series 7 & Series 66 licenses

CFP designation

Life, Health, Fixed and Variable Insurance Licenses

Tools

Microsoft Office Suite

CRM platforms

Financial planning software

Job description

Signature Wealth (https://mysignaturewealth.com/) is a collaborative, client-centered wealth management firm built on shared success and long-standing relationships. Our Ensemble Practice Model fosters teamwork, trust, and mutual accountability. We value every team member's contribution and offer mentorship, professional growth, and a supportive environment where people are empowered to thrive.

The Associate Advisor plays an integral role in supporting and strengthening client relationships while continuing to develop into a trusted financial advisor. This position is designed for professionals who are passionate about delivering comprehensive financial guidance, building meaningful client relationships, and growing within a collaborative, team-based environment.

Working closely with Lead Advisors and the Wealth Planning Team, the Associate Advisor participates in client meetings, develops planning recommendations, supports ongoing relationship management, and helps clients make informed financial decisions. This role offers a structured path toward greater relationship ownership, increased advisory responsibility, and long-term career growth within wealth management.

What You'll Do

• Support Lead Advisors in managing ongoing client relationships and delivering an exceptional client experience
• Prepare comprehensive financial plans and planning analyses to support client recommendations
• Participate in client meetings, including presenting portions of recommendations and leading discussions as appropriate
• Develop planning strategies related to retirement, tax, estate, insurance, and investment planning
• Serve as a trusted point of contact for client questions, follow-up, and ongoing service needs
• Coordinate implementation of planning recommendations with Client Services, Portfolio Management, Operations, and Wealth Planning
• Monitor client action items and ensure recommendations are implemented accurately and timely
• Communicate investment recommendations and planning updates in partnership with Lead Advisors
• Build long-term client relationships through proactive communication, responsiveness, and follow-up
• Maintain accurate client documentation within CRM and firm systems
• Continue developing advisory, relationship management, and behavioral coaching skills

What You Bring

• Passion for financial planning and relationship management
• Excellent interpersonal, presentation, and communication skills
• Strong analytical and problem-solving abilities
• Ability to build trust and confidence with clients
• High attention to detail and organization
• Collaborative mindset with a desire for continuous professional growth
• Emotional intelligence and professionalism when navigating sensitive client situations

Technical Skills

• Experience using financial planning software and scenario modeling
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Experience working within CRM and financial planning platforms

Experience & Education

• Bachelor's degree or equivalent experience
• Minimum 3 years of wealth management or financial services experience
• Series 7 and Series 66 required (or ability to obtain)
• CFP® designation required
• Life, Health, Fixed, and Variable Insurance Licenses required (or ability to obtain)
• Commitment to completing the Signature Wealth's Associate Advisor Mentorship Program – Level I
• Additional professional development and behavioral finance education encouraged

Additional Details

• Exempt position
• Full-time, in-office position
• Typical hours are Monday–Friday, 8:45 AM–5:15 PM; additional hours may be required periodically to support client needs, meetings, business development activities, and firm initiatives
• Parking provided by the firm

Why Signature Wealth?

At Signature Wealth, Advisory is more than managing investments—it is about building lasting relationships, guiding clients through life's financial decisions, and helping them remain confident in pursuing their long-term goals.

As part of our Ensemble Practice Model, Associate Advisors collaborate closely with Wealth Planning, Portfolio Management, Client Services, and Operations to deliver a seamless client experience. Through structured mentorship, advisor development programs, and increasing client responsibility, this role provides a clear path toward becoming a Lead Advisor while continuing to grow both technically and professionally.