Senior Wealth Advisor for High Net Worth Clients

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

Job summary

First Commonwealth Bank is seeking a Client Advisor in Wealth Management based in Pittsburgh, PA. The role focuses on developing new business and expanding a portfolio of high net worth clients, delivering integrated financial planning and wealth management solutions.

The position requires a blend of consultative sales, relationship management, and knowledge of wealth planning. A CFP/CTFA/CPA designation is preferred, with at least five years of related experience and willingness to travel

Qualifications

• Bachelor’s Degree in Business, Accounting, or related field preferred.
• CFP, CTFA, CPA preferred.
• 5+ years related experience preferred.
• Financial planning software and capabilities.
• Strong personal and sales skills required.

Responsibilities

• Business development and client acquisition
• High net worth client relationship management
• Financial, retirement, and estate planning
• Client retention and service excellence
• Strategic networking and referral development
• Effective communication of complex financial concepts
• Cross-functional collaboration and teamwork

Skills

Business development

High net worth client management

Financial planning

Cross-functional collaboration

Education

Bachelor’s Degree in Business/Accounting

Job description

First Commonwealth Bank is seeking a Client Advisor in Wealth Management based in Pittsburgh, PA. The role focuses on developing new business and expanding a portfolio of high net worth clients, delivering integrated financial planning and wealth management solutions.

The position requires a blend of consultative sales, relationship management, and knowledge of wealth planning. A CFP/CTFA/CPA designation is preferred, with at least five years of related experience and willingness to travel