Associate Wealth Advisor

Transcend Practice Management; West Mifflin (Allegheny County); Presencial; USD 90.000 - 110.000; Jornada completa

Descripción de la vacante

Transcend Practice Management, Inc. is seeking an Associate Wealth Advisor in Pittsburgh, PA to work with Senior and Lead Wealth Advisors to develop planning expertise and support client financial plans. You will engage with clients directly and manage investment proposals within our advisory team.

The role emphasizes proactive client service, collaboration, and strong writing and communication skills to deliver tailored financial solutions and ensure accurate data in our planning software.

Formación

• Bachelor's degree from an accredited college or university.
• Experience in wealth/advisory services is preferred.
• CFP or enrollment willingness is a plus.

Responsabilidades

• Collaborate with Senior and Lead Wealth Advisors to develop planning expertise.
• Interact with clients directly and as secondary contact in the advisory team.
• Analyze client information to select the best financial planning solution.
• Build client financial plans and investment proposals as directed.
• Communicate plans to identify needs and goals within planning software.
• Ensure client data is captured in planning software and CRM.

Conocimientos

Client-centric attitude

Collaborative mindset

Self-starter

Attention to detail

Team player

Strong communication

Interpersonal skills

Writing skills

Client responsiveness

Educación

Bachelor's degree

Herramientas

Microsoft Office Suite

Emoney

BlackDiamond

Holistaplan

Vanilla

Descripción del empleo

Job title: Associate Wealth Advisor

Location: Pittsburgh, PA

Status: Full Time, In-office

Compensation: $90,000 to $110,000 (base salary) + Quarterly Bonus

Through a collaborative and client-focused approach, we prioritize our clients' best interests and guide them toward their unique goals and a secure financial future. We are dedicated to serving our clients with integrity, care, and expertise while fostering a collaborative environment where our team members can grow, contribute, and make a meaningful impact every day.

Sound appealing? We are expanding our excellent team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome an Associate Wealth Advisor who will be an integral part of our team, serving as the true connection between our clients, support team, and advisors. The Associate Wealth Advisor is responsible for engaging with clients as directed, supporting other Wealth Advisors to build out financial plans, and coordinating client related requests with other departments.

The attributes that we are looking for in a teammate include:

• A proactive, results-driven and client-centric attitude.
• A collaborative mindset where the success of the firm and individual success are one and the same.
• Natural self-starter with a strong sense of time management and task prioritization.
• Keen attention to detail.
• A true team player who will work closely with others to ensure optimal outcomes every time.
• Strong communication and interpersonal skills.
• Humility and quick responsiveness toward client questions.
• Superior writing skills for all forms of internal and client-facing communication.
• A long view of the opportunities presented by the firm and the industry overall.

As an Associate Wealth Advisor you can expect to:

• Work closely with both the Senior and Lead Wealth Advisors to develop planning expertise.
• Work directly with clients independently and as a secondary point of contact in the advisory team and gradually take on more responsibility.
• Analyze client information and evaluate results to choose the best financial planning solution.
• Build out client financial plans and investment proposals as directed by the Senior and Lead Wealth Advisor.
• Communicate financial plans to Senior and Lead Wealth Advisor to identify the client's needs, objectives, goals, and concerns within the planning software.
• Ensure client data is captured in the meeting and compiled in the firm's financial planning software, CRM, and other related software applications.
• Identify gaps and opportunities within client plans and work closely with the Managing and Lead Wealth Advisors to present solutions to the client.
• Develop financial planning expertise to support the firm's clients by building and understanding of time value of money: present value, future value, annuity payments, internal rate of return, as well as other financial planning modeling scenarios.
• Support the client onboarding process by completing financial plans and investment proposals within the appropriate software applications.

Qualifications for this role include:

• Bachelor's degree from an accredited college or university
• Series 63 (or 7,66) required
• CFP, preferred or willingness to enroll in CFP Certification Program
• 3 plus years of direct advisory experience
• Knowledge of investment advisory regulations preferred
• Proficient in Microsoft Office Suite required
• Familiarity with Emoney, Blackdiamond, Holistaplan, Vanilla a plus

We welcome a diverse pool of applicants from various backgrounds

We look forward to meeting you!