Senior Wealth Advisor: Client‑Focused Growth

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

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.