Private Wealth Advisor for High-Net-Worth Clients

CyberCoders; Pittsburgh (Allegheny County); On-site; USD 90,000 - 170,000; Full time

Job summary

CyberCoders seeks a client-focused Wealth Advisor to deliver comprehensive wealth management and financial planning services to high-net-worth clients. You will develop tailored investment strategies, coordinate tax and estate planning, manage client portfolios, and build long-term relationships to grow AUM while acting as a fiduciary and trusted partner.

Responsibilities include ongoing portfolio management, performance reporting, and ensuring regulatory compliance.

Qualifications

• CFP designation preferred or in progress; demonstrated competency in financial planning principles.
• Series 65 registration or equivalent state investment adviser registration.
• 3+ years of wealth management, financial planning, or private client advisory experience with growth in AUM.
• Bachelor's degree in Finance, Economics, Business, or related field; MBA a plus.
• Strong knowledge of investment products, portfolio construction, asset allocation, and risk management.
• Excellent interpersonal and communication skills with the ability to explain complex financial concepts clearly.
• Willingness to travel for client meetings and comply with background checks and onboarding.

Responsibilities

• Build and maintain trust-based relationships with high-net-worth clients as the primary point of contact.
• Develop and implement comprehensive financial plans addressing investments, retirement, tax optimization, and estate planning.
• Provide customized investment advice and construct diversified portfolios aligned with objectives and risk tolerance.
• Monitor portfolios, rebalance as needed, and provide regular performance reporting and plan reviews.
• Drive client acquisition and growth of assets under management through referrals and events.
• Ensure regulatory compliance, maintain accurate documentation, and prepare disclosures and analyses.
• Mentor junior advisors and support staff, contributing to process improvements and best practices.

Skills

Relationship management

Financial planning

Portfolio construction

Regulatory compliance

Client communication

Education

Bachelor's degree in Finance, Economics, or Business

Tools

eMoney

MoneyGuidePro

Morningstar

Orion

Microsoft Office

Job description

CyberCoders seeks a client-focused Wealth Advisor to deliver comprehensive wealth management and financial planning services to high-net-worth clients. You will develop tailored investment strategies, coordinate tax and estate planning, manage client portfolios, and build long-term relationships to grow AUM while acting as a fiduciary and trusted partner.

Responsibilities include ongoing portfolio management, performance reporting, and ensuring regulatory compliance.