Lead Wealth Advisor for High-Net-Worth Clients

JKS Financial; Pittsburgh (Allegheny County); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive salary and commission opportunities

Ongoing training and development

Comprehensive benefits package

401k contributions and PTO

Innovative work environment

Job summary

JKS Financial is seeking a Wealth Management Advisor in Pittsburgh, PA. In this full-time position, you will manage client relationships, devise financial strategies, and lead a team to deliver exceptional service while pursuing business growth.

The ideal candidate has a Bachelor's degree, over 5 years of experience in financial services, and relevant certifications. Join a collaborative environment that prioritizes professional growth and impactful client service.

Qualifications

• Minimum of 5+ years’ experience in financial services or client-facing roles.
• Proven track record of success in prior positions.
• Obtain or hold relevant licenses and certifications (Series 7, 63, 65, 66).

Responsibilities

• Build and maintain strong client relationships.
• Develop and implement comprehensive financial strategies.
• Lead through professionalism and commitment to excellence.
• Drive growth through new client relationships and referrals.
• Analyze complex financial situations and provide strategic solutions.

Skills

Relationship-driven communication

Self-motivated and resilient

Financial planning skills

Analytical skills

Organizational skills

Education

Bachelor’s degree in sales, finance, economics, business, or related field

MBA preferred

Job description

JKS Financial is seeking a Wealth Management Advisor in Pittsburgh, PA. In this full-time position, you will manage client relationships, devise financial strategies, and lead a team to deliver exceptional service while pursuing business growth.

The ideal candidate has a Bachelor's degree, over 5 years of experience in financial services, and relevant certifications. Join a collaborative environment that prioritizes professional growth and impactful client service.