Associate Advisor - Mentorship & Growth in Wealth Planning

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 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.