Senior Wealth Advisor

Home Page - Horan Wealth; Pennsylvania; On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Professional development

Work-life balance

Job summary

HORAN Wealth is seeking a Senior Wealth Advisor in Pittsburgh, PA. You will manage your own book of business with robust support, focusing on personal finance, planning, and investment strategies for individuals and families.

You will collaborate with a team to deliver comprehensive wealth management, including planning, risk management, and client education, while maintaining high ethical standards and client-focused service.

Qualifications

• Bachelor’s degree in finance, economics, business administration, or related field.
• Previous experience in financial services or wealth management.
• Strong analytical skills with the ability to interpret complex financial data.
• Excellent interpersonal and communication skills with a client-focused mindset.
• Detail-oriented with the ability to multitask and prioritize tasks effectively.
• Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro).

Responsibilities

• Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service.
• Serve as the primary point of contact and trusted advisor for clients’ financial needs.
• Conduct comprehensive financial assessments including cash flow analysis, risk management, retirement, tax and estate planning.
• Develop personalized financial plans based on clients’ goals and objectives.
• Create and manage investment portfolios tailored to clients’ risk tolerance and time horizon.
• Monitor and adjust portfolios to optimize performance.
• Evaluate clients’ insurance needs and recommend appropriate life and disability products.
• Educate clients on financial concepts, investment options and market trends.
• Adhere to regulatory and ethical standards in all interactions.
• Proactively identify and pursue new business opportunities through networking and referrals.

Job description

Job Title: Senior Wealth Advisor Full or Part Time:Full-Time

Department: HORAN Wealth

FLSA Status:Exempt

Position Reports To:Market President, Wealth Advisor

Location: Pittsburgh, PA

Position Summary

Are you a seasoned Wealth Advisor who thrives on building meaningful client relationships and delivering thoughtful, holistic financial guidance? Do you enjoy the autonomy of managing your own book of business while being supported by a collaborative, forward-thinking team? If so, we’d love to connect.HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future.As a Senior Wealth Advisor, at HORAN Wealth you’ll bring your established client relationships to a firm that values trust, integrity, and long-term partnership. You’ll focus on what you do best: advising clients, strengthening relationships, and helping families and businesses navigate life’s financial decisions with confidence. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth.You’ll be supported by robust operational, planning, and investment resources, allowing you to spend more time with clients and less time on administrative tasks. We’re looking for a professional who is client-centric, growth-minded, and excited to be part of a firm that believes great advice is built on collaboration, transparency, and care.If you’re ready for the next chapter in your advisory career—one that offers flexibility, support, and the opportunity to make a lasting impact—this could be the role for you.

Core Responsibilities

1. Client Relationship Management:

• Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service.

• Serve as the primary point of contact and trusted advisor for clients’ financial needs.

1. Financial Planning:

• Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning.

• Develop personalized financial plans based on clients’ goals and objectives.

1. Investment Management:

• Create and manage investment portfolios tailored to clients’ risk tolerance, time horizon, and financial goals.
• Monitor and adjust portfolios as needed to optimize performance.

1. Insurance and Risk Management:

• Evaluate clients’ insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being.

1. Client Education:

• Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions.

1. Compliance and Ethics:

• Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues.

1. Business Development:

• Proactively identify and pursue new business opportunities through networking, referrals, and community involvement.

Qualifications Required:

• Bachelor’s degree in finance, Economics, Business Administration, or related field
• Previous experience in financial services or wealth management
• Strong analytical skills with the ability to interpret complex financial data
• Excellent interpersonal and communication skills, with a client-focused mindset
• Detail-oriented with the ability to multitask and prioritize tasks effectively
• Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro).

Benefits:

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health insurance, retirement plans, and paid time off
• Opportunities for professional development and career advancement within the firm
• Collaborative and supportive work environment with a focus on work-life balance

HORAN History:
Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning.
HORAN Wealth has a strong regional presence with a national footprint.
With offices in Cincinnati, Ohio; Ft. Mitchell, Kentucky, and Pittsburg, Pennsylvania HORAN Wealth serves both corporate and individual clients in 48 states.
We strive to bring the best services, resources, and value to our clients through premier national partnerships with
M Financial Group and Retirement Planning Advisory Group.
Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high-quality products and services.
Visit horanassoc.com to learn more.