Associate Wealth Advisor: Hybrid Office, Growth Path

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

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.