Financial Advisory - Wealth Planning Associate

Bluespring Wealth Partners; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) and health insurance

Opportunities for training and development

Tuition reimbursement for qualified expenses

Job summary

Bluespring Wealth Partners in Pittsburgh is seeking a Wealth Planning Associate to support advisors in delivering comprehensive financial planning to clients. This role is central in developing financial plans, engaging with clients, and conducting detailed analyses.

The ideal candidate possesses a strong interest in financial planning and significant experience in wealth management, with required qualifications including Series 7 and 66 licenses. Join a supportive environment that values mentorship and professional growth.

Qualifications

• Minimum 3 years of experience in a wealth management or financial services role.
• Series 7 and Series 66 required (may be obtained within the first six months of employment).
• CFP designation in progress, or a commitment to begin working toward the CFP designation.
• Insurance licenses (Life, Health, Fixed and Variable Annuities) required and may be obtained on the job.

Responsibilities

• Assist advisors in developing comprehensive financial plans.
• Research and prepare planning strategies related to tax, estate, insurance, and investment.
• Participate in client meetings, including note-taking and follow-up actions.
• Create client review materials and service deliverables.

Skills

Strong interest in financial planning and wealth management

Excellent analytical and problem‑solving skills

Strong written and verbal communication skills

High attention to detail and organization

Ability to manage multiple priorities and deadlines

Collaborative mindset with a desire to learn and grow

Ability to handle sensitive client situations with professionalism

Experience with financial planning software and scenario modeling

Proficiency in Microsoft Office Suite

Education

Bachelor's degree or equivalent experience

Tools

Financial planning software

Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)

Job description

Lead with Purpose. Partner with Impact.

Signature Wealth | Pittsburgh Wealth Management is a collaborative, client-centered wealth management firm built on shared success and long-standing relationships. Our Ensemble Practice Model fosters teamwork, trust, and mutual accountability. We value every team member’s contribution and offer mentorship, professional growth, and a supportive environment where people are empowered to thrive.

The Wealth Planning Associate plays a key role in supporting advisors and delivering comprehensive financial planning to clients. This position is designed for individuals who are looking to deepen their planning expertise while developing client relationship and advisory skills within a collaborative team environment.

Working closely with advisors and the Wealth Planning Team, this role focuses on financial plan development, client meeting support, planning analysis, and ongoing client service.

What You’ll Do:

• Assist advisors in developing comprehensive financial plans
• Research and prepare planning strategies related to tax, estate, insurance, and investment planning
• Participate in client meetings, including note-taking, planning discussions, and follow-up actions
• Support advisors in complex planning and client situations
• Create client review materials and service deliverables
• Prepare analyses and recommendations for client review meetings
• Utilize financial planning software to model scenarios and evaluate outcomes
• Support ongoing client needs through planning updates and service coordination
• Identify opportunities to improve planning processes and advisor efficiency
• Ensure all work is completed accurately and in a timely manner
• Maintain confidentiality of client financial and personal information

What You Bring:

• Strong interest in financial planning and wealth management
• Excellent analytical and problem‑solving skills
• Strong written and verbal communication skills
• High attention to detail and organization
• Ability to manage multiple priorities and deadlines
• Collaborative mindset with a desire to learn and grow
• Ability to handle sensitive client situations with professionalism
• Experience with financial planning software and scenario modeling
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Ability to learn CRM and firm‐specific technology platforms
• Bachelor’s degree or equivalent experience
• Minimum 3 years of experience in a wealth management or financial services role
• Series 7 and Series 66 required (may be obtained within the first six months of employment)
• CFP designation in progress, or a commitment to begin working toward the CFP designation
• Insurance licenses required (Life, Health, Fixed and Variable Annuities) and may be obtained on the job
• Additional designations and certifications may be required

Benefits to Support You:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long‑term growth within the firm
• Tuition reimbursement for qualified expenses

Disclosure

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.