Service Advisor - Canonsburg, PA

Advisor Talent Solutions; Canonsburg (Washington County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

401k after 90 days

PTO

Trip Incentives

Mentorship

Job summary

Networth Advisors in Canonsburg, PA is seeking a Client Services Advisor to nurture an established client base and deliver financial guidance. You will coordinate ongoing planning and portfolio reviews to help clients achieve their goals.

Join a relationship‑driven firm offering a base salary plus commission with a clear path to a full advisory role, mentorship, and competitive benefits including health insurance and a 401k plan.

Qualifications

• 2+ years of client-facing financial advisory experience.
• Series 65 preferred.
• Life and Health Insurance license preferred.

Responsibilities

• Provide comprehensive financial guidance to an established book of ~100 households.
• Build trust and deepen relationships through regular client communication and portfolio reviews.
• Identify and pursue opportunities to expand client relationships and assets under management.
• Collaborate with internal teams to ensure seamless client service and accurate implementation of plans.
• Stay informed on industry trends, investment strategies, and regulatory changes.

Skills

Client-facing experience

Communication skills

Interpersonal skills

Goal oriented

Job description

Overview

Position: Client Services Advisor

Firm: Networth Advisors

Location: Canonsburg, PA

Overview: Networth Advisors is a well-established and client-focused financial advisory firm, based in Canonsburg, PA, dedicated to helping individuals and families build, manage, and preserve their wealth. With a strong reputation for personalized service, strong charitable program and integrity, we are committed to long-term client relationships and professional growth.

We are seeking a motivated and relationship-driven Client Services Advisor to join our team. This is a unique opportunity to step into practice with an existing client base. You will be responsible for nurturing these relationships, delivering financial advice, and supporting clients in achieving their financial goals.

This position offers a competitive base salary plus commission and the potential to transition into a full commission-based advisor role.

What you’ll do

• Provide comprehensive financial planning and investment advice to an established book of approximately 100 households
• Build trust and deepen relationships through regular client communication and portfolio reviews
• Identify and pursue opportunities for expanding client relationships and increasing assets under management
• Collaborate with internal team members and support staff to ensure seamless client service
• Stay informed on industry trends, investment strategies, and regulatory changes

What We’re Looking For

• Series 65 preferred
• Life and Health Insurance license preferred
• 2+ years of experience in a client-facing financial advisory role strongly preferred
• Strong interpersonal and communication skills
• Goal-oriented with a passion for helping others succeed financially
• Self-motivated, organized, and committed to ethical financial practices

What You’ll Get

Pay & Perks:

• Established book of 100+ households
• Base salary plus commission
• Mentorship and professional development
• Clear path for advancement to a full Financial Advisor position (commission-based)
• Supportive and collaborative team environment
• Health Insurance
• 401k after 90 days
• PTO
• Trip Incentives

Schedule

• Monday-Thursday: 8:00 am - 5:00 pm
• Friday: 8:00 am – 2:00 pm
• Some seminar attendance

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com