Client Advisor - Wealth Management

First Commonwealth Bank; Pittsburgh (Allegheny County); On-site; USD 90,000 - 120,000; Full time

Job summary

First Commonwealth Bank seeks a Client Advisor to drive business development and manage a portfolio of high net worth clients. The role combines advisory sales with comprehensive wealth planning to expand relationships.

The successful candidate will partner with wealth management specialists to deliver planning solutions, retain clients, and grow the high net worth business across the region, with occasional travel. Strong communication across teams and a fiduciary mindset are essential.

Qualifications

• Bachelor’s degree in business, accounting, or related field.
• CFP, CTFA, CPA preferred.
• Minimum five years of related experience.
• Experience with financial planning software.
• Strong sales and relationship-building skills.

Responsibilities

• Prospecting for new client relationships.
• Delivering comprehensive financial planning solutions.
• Fostering long-term client retention.
• Collaborating with wealth management specialists to grow the high net worth business.

Skills

Business development

HNW relationships

Financial planning

Retirement planning

Estate planning

Client retention

Communication

Team collaboration

Education

Bachelor's degree in Business/Accounting/related field

CFP

CTFA

CPA

Tools

Financial planning software

Job description

The Client Advisor position is responsible for driving business development initiatives while managing and expanding a portfolio of high net worth clients. This multifaceted role requires a combination of consultative sales expertise, relationship management skills, and comprehensive wealth planning knowledge.

Key responsibilities

• Prospecting for new client relationships
• Delivering financial planning solutions
• Fostering client retention
• Collaborating with a team of wealth management specialists to grow the high net worth business of First Commonwealth Advisors

Key skill sets

• Business development and client acquisition
• High net worth client relationship management
• Financial, retirement, and estate planning
• Client retention and service excellence
• Strategic networking and referral development
• Effective communication of complex financial concepts
• Cross-functional collaboration and teamwork

Bona Fide Occupational Qualifications

1. 1. Bachelor's Degree in Business, Accounting, or related field preferred. Must be knowledgeable in Account Administration. CFP, CTFA, CPA preferred.
2. 2. A minimum of five (5) years related experience preferred.
3. 3. Financial Planning software and capabilities.
4. 4. Strong personal and sales skills required.
5. 5. A valid driver's license and regional travel required.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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