Senior Associate Wealth Management Advisor

Zensurance; Pittsburgh (Allegheny County); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Employer-paid health insurance

Dental insurance

Vision insurance

Health savings account

Paid time off

Training & development

Flexible scheduling

Tuition reimbursement

Parental leave

Job summary

JKS Financial in Pittsburgh is seeking a Senior Associate Wealth Management Advisor to own day-to-day relationships with an established client book, meeting regularly and updating financial plans.

You will partner with Lead Advisors on new business, build comprehensive plans across retirement, insurance, investment, and cash flow strategy, and guide clients toward their goals within an established framework.

Qualifications

• Series 7 and 66 (or Series 65) license required or in progress.
• Bachelor's degree preferred.
• Strong financial analysis and client management skills.

Responsibilities

• Serve as the primary contact for assigned clients with Lead Advisor partnership.
• Lead regular financial plan reviews and adjust recommendations as life changes.
• Manage onboarding, account transfers, and 401(k) rollovers end-to-end.
• Oversee portfolio management and trade execution for client relationships.
• Support new business with financial analyses and proposals.

Skills

Series 7 & 66 license

Financial analysis

Client relationship management

Communication

Education

Bachelor's degree preferred

Tools

CRM software

Box.com

Microsoft Office

Financial planning tools

Job description

Benefits:

• Bonus based on performance


• Competitive salary


• Dental insurance


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development


• Vision insurance

JKS Financial is a comprehensive financial planning and wealth management practice, serving closely-held business owners, high-income professionals, and high-net-worth retirees throughout the Pittsburgh region. Our team of advisors and operations professionals is built around one standard: every client relationship gets the same disciplined planning process and the same level of attention, whether the client has been with us twenty years or twenty days.

We're hiring a Senior Associate Wealth Management Advisor to own the day-to-day relationship with an established book of clients — meeting with them regularly, reviewing and updating their financial plans, and keeping them on track toward their goals. You'll also partner directly with our Lead Advisors on new business: building the analysis and the plan that turns a prospect meeting into a client relationship. It's a role built for someone who wants full ownership of client outcomes without having to build a book from a cold start.

Client Relationship Management

• Serve as a primary point of contact for an assigned set of existing clients, in close partnership with their Lead Advisor


• Lead regular financial plan reviews — revisiting goals, updating assumptions, and adjusting recommendations as clients' lives change


• Manage client onboarding, account transfers, and 401(k) rollovers from start to finish


• Oversee investment portfolio management and trade execution for your client relationships


• Respond quickly and thoroughly to client questions, keeping the relationship warm between formal reviews

New Business & Planning Support

• Work alongside Lead Advisors to prepare the financial analysis and proposals that win new client relationships


• Build comprehensive financial plans — retirement, insurance, investment, and cash-flow strategy — that Lead Advisors present to prospects


• Prepare case materials and illustrations that make a complex recommendation easy for a client to say yes to

Practice Management

• Maintain accurate, complete client records in our CRM and planning software


• Help uphold the workflows, policies, and compliance standards that keep the practice running smoothly and audit-ready

Requirements:

• Series 7 & 66 (or Series 65) required


• Life, Accident & Health license preferred, or obtained within 60 days of start.


• Prior experience as an associate financial advisor or in wealth management operations preferred


• A genuine desire to own outcomes — self-directed, resourceful, and comfortable taking initiative within an established plan


• Strong financial analysis and critical-thinking skills, with the judgment to spot a problem and propose a solution


• Clear, persuasive written and verbal communication — you can explain a complex recommendation simply


• Comfortable juggling multiple client relationships and deadlines without losing precision


• Proficiency with Microsoft Office and the ability to quickly pick up CRM and financial planning software (we currently use Box.com and industry-standard planning tools)


• A team-first approach — you'll be in daily contact with Lead Advisors and operations staff

Compensation & Benefits

Base salary commensurate with experience and licensing, plus incentive compensation tied to client retention and new business contribution. We'll share our specific range in conversation.

• 401(k) with company match


• Employer-paid health insurance, plus dental, vision, and health savings account


• Short- and long-term disability insurance


• Term life insurance


• Paid time off and parental leave


• Professional development assistance and tuition reimbursement


• Flexible scheduling

Industry

• Financial Services

Employment Type

Full-time