Associate Wealth Advisor

TCP Asset Management; Greensburg (Westmoreland County); On-site; USD 50,000 - 70,000; Full time

Job summary

An established industry player in wealth management is seeking a motivated Associate Wealth Advisor to support lead advisors in delivering exceptional financial advice. This entry-level position offers a unique opportunity to grow into a client-facing role while learning from experienced professionals. The ideal candidate will thrive in a collaborative environment, assisting with client meetings, investment research, and financial planning. With a focus on personalized client service, this role promises career growth and professional development in a supportive team atmosphere. If you're passionate about finance and eager to make a difference, this opportunity is perfect for you.

Benefits

Competitive salary and bonus potential

CFP sponsorship

Licensing exams and ongoing professional development

Health benefits

Dental benefits

PTO

Retirement benefits

Collaborative team environment

Career growth opportunities

Qualifications

• 1-3 years of experience in financial services or wealth management.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Support lead advisors with client meeting preparation and follow-ups.
• Assist in building and updating financial plans using software.

Skills

Analytical Skills

Organizational Skills

Communication Skills

Client-focused Mindset

Education

Bachelor’s degree in finance, business, Economics, or related field

Tools

Microsoft Office

Financial Planning Software

Job description

3 days ago Be among the first 25 applicants

Experience Level: Entry-Level / Mid-Level

Compensation: Commensurate with experience

About Us

TCP Asset Management is a Registered Investment Advisory wealth management firm dedicated to providing personalized financial planning and investment strategies for individuals, families, and business owners. We pride ourselves on our being a Fiduciary centered on the client experience.

Role Summary

We’re seeking a motivated and detail-oriented Associate Wealth Advisor to support our lead advisors in delivering exceptional financial advice and service to our clients. This is a great opportunity for someone looking to grow into a client-facing advisory role while learning from experienced professionals in a dynamic and supportive environment.

Key Responsibilities

1. Support lead advisors with client meeting preparation, follow-ups, and ongoing service
2. Assist in building and updating financial plans using financial planning software
3. Conduct investment research and portfolio reviews
4. Help manage client onboarding, account openings, and administrative tasks
5. Participate in client meetings and eventually begin managing relationships under supervision
6. Ensure all CRM and client documentation is up-to-date and compliant
7. Collaborate with internal teams to ensure seamless client experiences

Qualifications

1. Bachelor’s degree in finance, business, Economics, or related field
2. Holds securities licenses or willingness to obtain
3. 1–3 years of experience in financial services or wealth management (internships count)
4. Strong analytical, organizational, and communication skills
5. Proficiency in Microsoft Office; experience with financial planning software is a plus
6. Client-focused mindset with a high level of integrity and professionalism

What We Offer

1. Competitive salary and bonus potential
2. CFP sponsorship, Licensing exams and ongoing professional development
3. Health, dental, PTO, and retirement benefits
4. Collaborative team environment and career growth opportunities

How to Apply

Please submit your resume and a brief cover letter outlining your interest in the role to [e-mail] with the subject line: Associate Wealth Advisor Application – [Your Name].

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales