Associate Wealth Advisor

Talentwealth; Pittsburgh (Allegheny County); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Formal training program

Mentorship from senior advisor

Collaborative office culture

Job summary

TalentWealth Recruiting, a boutique firm partnering with a Pittsburgh advisory practice, is seeking an Associate Wealth Advisor to join their growing team. The role starts in a Service Advisor capacity with mentorship and a structured development program to move toward advisory responsibilities.

Ideal candidates bring 2+ years in financial services, strong communication, and licenses or willingness to obtain Series 7/66, insurance, and CFP designation.

Qualifications

• 2+ years of experience in financial services, ideally within wealth management.
• Strong communication skills with a client-first, service-oriented mindset.
• Licenses/certifications preferred: Series 7/66, Insurance license, CFP.

Responsibilities

• Support senior advisors in delivering client service and financial planning
• Build and maintain client relationships through proactive communication
• Assist with account management, onboarding, and ongoing service needs
• Participate in advisor development program
• Gradually transition into business development and client acquisition

Skills

Client-first mindset

Strong communication

Relationship-building

Education

CFP designation

Series 7 license

Series 66 license

Insurance license

Job description

TalentWealth Recruiting, a boutique firm specializing in financial services talent, is partnering with a highly respected independent advisory practice in Pittsburgh, PA to identify an Associate Wealth Advisor for their growing team. This well-established and successful practice has developed a structured, in-house training program designed to mentor and cultivate the next generation of financial advisors. This is an excellent opportunity for a motivated professional who is looking to build a long-term career in wealth management within a supportive, team-oriented environment.

About the Role

The role will initially work in a Service Advisor capacity, providing direct support to clients and advisors. As you progress through the firm’s development program, responsibilities will evolve toward business development and asset gathering, positioning you for a successful advisory career. You will also benefit from direct mentorship by a top-performing advisor in the industry, gaining hands‑on experience and exposure to best‑in‑class practices.

Responsibilities

• Support senior advisors in delivering high-quality client service and financial planning
• Build and maintain strong client relationships through proactive communication
• Assist with account management, client onboarding, and ongoing service needs
• Participate in the firm’s advisor development program
• Gradually transition into business development and client acquisition responsibilities

Qualifications

• Series 7 and Series 66 licenses preferred, or ability to obtain within six months
• Insurance license preferred or ability to obtain
• CFP® designation preferred or willingness to pursue
• 2+ years of experience in financial services, ideally within wealth management
• Strong communication skills with a client-first, service-oriented mindset

Required Skills

Strong communication skills with a client-first, service-oriented mindset

Preferred Skills

• Series 7 and Series 66 licenses preferred
• Insurance license preferred or ability to obtain
• CFP® designation preferred or willingness to pursue

Pay range and compensation package

Competitive base salary plus incentive opportunities

Formal training and career development program

Mentorship from an experienced, top-tier advisor

Collaborative, positive office culture with long-term growth potential

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.