Senior Wealth Advisor

HORAN Wealth; Pittsburgh (Allegheny County); On-site; USD 120,000 - 180,000; Full time

Job summary

HORAN Wealth in Pittsburgh, PA is seeking a Senior Wealth Advisor to manage an existing book of clients and provide holistic financial guidance. You will lead client relationships, conduct comprehensive assessments, and develop tailored financial plans while collaborating with a supportive team.

The ideal candidate has a track record in wealth management, strong analytical and interpersonal skills, and a commitment to ethical, client-centered 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).
• 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

Responsibilities

• Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service
• 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
• Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals
• Monitor and adjust portfolios as needed to optimize performance
• Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being
• Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions
• Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues
• Proactively identify and pursue new business opportunities through networking, referrals, and community involvement

Skills

Client relationship management

Financial analysis

Communication skills

Multitasking

MS Office proficiency

Education

Bachelor's degree in finance/Economics/Business Administration

Tools

Microsoft Excel

PowerPoint

MoneyGuidePro

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'll 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

• 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.
• 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.
• 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.
• Insurance and Risk Management:
• Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being.
• Client Education:
• Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions.
• Compliance and Ethics:
• Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues.
• 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).
• 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.

Securities offered through M Holdings Securities, Inc. an unaffiliated registered broker-dealer, member FINRA / SIPC. Investment advisory services offered by HORAN Wealth Management, registered with the U.S. Securities and Exchange Commission. Not FDIC insured / No Bank Guarantee / May Lose Value