Associate Wealth Advisor

Priano Solutions; Canonsburg (Washington County); Hybrid; USD 85,000 - 140,000; Full time

Benefits offered by this job

Profit-sharing

Revenue-sharing opportunities

Hybrid work schedule

Job summary

Our Client, an Independent Registered Investment Advisor (RIA) with a HYBRID office setup, seeks an Associate Wealth Advisor to support senior advisors and develop into a lead advisory role. The role emphasizes client interaction, financial planning, and investment research within a collaborative team.

Ideal candidates have 5+ years in wealth management or financial planning, and hold or are pursuing CFP/CFA/CPA/CIMA credentials; Series 65/66 is required or obtained on hire.

Qualifications

• 5+ years of experience in wealth management or financial planning.
• CFP, CFA, CPA, and/or CIMA preferred (or in progress).
• Series 65/66 required (or obtained upon hire).

Responsibilities

• Support senior advisors in client meetings, follow-ups, and relationship management.
• Assist with onboarding new clients, including paperwork, planning inputs, and communication.
• Prepare and update financial plans; coordinate with CPAs, estate attorneys, and insurance professionals.
• Serve as a secondary point of contact for clients and provide timely service support.
• Contribute to investment research, committee materials, and client reporting.
• Assist with portfolio implementation and performance review.

Skills

Client interaction

Financial planning

Investment research

Relationship management

Portfolio implementation

Reporting

Education

CFP

CFA

CPA

CIMA

Job description

Independent Registered Investment Advisor (RIA) | Hybrid Office

Our Client is a growing, independent RIA serving individuals, families, business owners, and nonprofit organizations nationwide. As part of a second-generation leadership transition, the firm is investing in long-term growth and seeking an Associate Wealth Advisor to support senior advisors while developing into a lead advisory role over time.

This is an excellent opportunity for a service-oriented advisor who enjoys client interaction, financial planning, and investment research in a collaborative team environment.

What You'll Do

Associate Wealth Advisor

Independent Registered Investment Advisor (RIA) | Hybrid Office

Our Client is a growing, independent RIA serving individuals, families, business owners, and nonprofit organizations nationwide. As part of a second-generation leadership transition, the firm is investing in long-term growth and seeking an Associate Wealth Advisor to support senior advisors while developing into a lead advisory role over time.

This is an excellent opportunity for a service-oriented advisor who enjoys client interaction, financial planning, and investment research in a collaborative team environment.

• Support senior advisors in client meetings, follow-ups, and relationship management
• Assist with onboarding new clients, including paperwork, planning inputs, and communication
• Prepare and update financial plans; coordinate with CPAs, estate attorneys, and insurance professionals
• Serve as a secondary point of contact for clients and provide timely service support
• Contribute to investment research, committee materials, and client reporting
• Assist with portfolio implementation and performance review

What We're Looking For

• 5+ years of experience in wealth management, financial planning, or related field
• CFP®, CFA®, CPA, and/or CIMA preferred (or in progress)
• Strong attention to detail and follow-through
• Comfortable communicating with clients and professional partners
• Ability to manage multiple priorities in a fast-paced environment
• Series 65/66 required (or obtained upon hire)

Why Join

• Employee-owned firm with long-term career path to senior advisor
• Profit-sharing and revenue-sharing opportunities as you grow
• Competitive benefits and hybrid work schedule
• Supportive, team-oriented culture with strong mentorship