Associate Wealth Advisor

TalentWealth; Pittsburgh (Allegheny County); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Competitive base salary

Incentive opportunity

Formal training and career development

Mentorship

Collaborative office culture

Job summary

TalentWealth Recruiting, a boutique firm specializing in financial services talent, partners with a respected Pittsburgh advisory practice to identify an Associate Wealth Advisor. The role begins in a Service Advisor capacity, supporting clients and advisors with a strong training program and mentorship.

Progression leads to business development and asset gathering within a structured career path. You will benefit from direct mentorship by a top-performing advisor, gaining hands-on experience in

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.

Responsibilities

• Support senior advisors in delivering high-quality client service and financial plans.
• 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.

Skills

Series 7 license

Series 66 license

Insurance license

CFP designation

Client communication

Wealth management

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

.
The role will initially focus on 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 caree

r.
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 practic

es.
Key Responsibili

• tiesSupport senior advisors in delivering high-quality client service and financial plan
• ningBuild and maintain strong client relationships through proactive communica
• tionAssist with account management, client onboarding, and ongoing service n
• eedsParticipate in the firm’s advisor development pro
• gramGradually transition into business development and client acquisition responsibili

ties
Qualifica

• tionsSeries 7 and Series 66 licenses preferred, or ability to obtain within six m
• onthsInsurance license preferred or ability to o
• uiredCFP® designation preferred or willingness to p
• ursue2+ years of experience in financial services, ideally within wealth manag
• ementStrong communication skills with a client-first, service-oriented mi

ndset
What’s O

• fferedCompetitive base salary plus incentive opportu
• ackageFormal training and career development p
• rogramMentorship from an experienced, top-tier a
• dvisorCollaborative, positive office culture with long-term growth pot