Pittsburgh Associate Wealth Advisor & Planning Specialist

Transcend Practice Management, Inc.; West Mifflin (Allegheny County); On-site; USD 90,000 - 110,000; Full time

Job summary

Transcend Practice Management, Inc. is seeking an Associate Wealth Advisor in Pittsburgh, PA to work with Senior and Lead Wealth Advisors to develop planning expertise and support client financial plans. You will engage with clients directly and manage investment proposals within our advisory team.

The role emphasizes proactive client service, collaboration, and strong writing and communication skills to deliver tailored financial solutions and ensure accurate data in our planning software.

Qualifications

• Bachelor's degree from an accredited college or university.
• Experience in wealth/advisory services is preferred.
• CFP or enrollment willingness is a plus.

Responsibilities

• Collaborate with Senior and Lead Wealth Advisors to develop planning expertise.
• Interact with clients directly and as secondary contact in the advisory team.
• Analyze client information to select the best financial planning solution.
• Build client financial plans and investment proposals as directed.
• Communicate plans to identify needs and goals within planning software.
• Ensure client data is captured in planning software and CRM.

Skills

Client-centric attitude

Collaborative mindset

Self-starter

Attention to detail

Team player

Strong communication

Interpersonal skills

Writing skills

Client responsiveness

Education

Bachelor's degree

Tools

Microsoft Office Suite

Emoney

BlackDiamond

Holistaplan

Vanilla

Job description

Transcend Practice Management, Inc. is seeking an Associate Wealth Advisor in Pittsburgh, PA to work with Senior and Lead Wealth Advisors to develop planning expertise and support client financial plans. You will engage with clients directly and manage investment proposals within our advisory team.

The role emphasizes proactive client service, collaboration, and strong writing and communication skills to deliver tailored financial solutions and ensure accurate data in our planning software.