Senior Wealth Advisor: Grow with Warm Leads in Pittsburgh

Advisors Excel, LLC; Pittsburgh (Allegheny County); On-site; USD 90,000 - 150,000; Full time

Job summary

Advisors Excel, LLC in Pittsburgh, PA is seeking a Senior Wealth Advisor to lead business development in its expanding Pittsburgh office. This on-site role focuses on building relationships, educating clients, and delivering financial solutions while growing your career and earning potential.

You will leverage established marketing systems, warm leads, and a training program to develop new client relationships, conduct consultations, and guide onboarding to long-term partnerships.

Qualifications

• 1–5+ years in wealth management or related client-facing sales
• Series 65 license preferred or willingness to obtain within 90 days of hire
• Ability to build relationships and communicate financial concepts
• Experience conducting client or prospect meetings and presenting financial solutions
• Strong presentation, communication, and interpersonal skills
• Self-motivated with ability to manage a sales pipeline
• Willingness to learn the firm's processes, training, and sales methodology

Responsibilities

• Develop new client relationships through established marketing and leads
• Conduct initial consultations to understand clients' goals and needs
• Present comprehensive wealth management solutions
• Lead educational seminars and community presentations
• Build long-term relationships through consultative selling
• Guide onboarding and convert opportunities to clients
• Identify opportunities to expand client relationships with additional solutions
• Collaborate with internal advisors to ensure a seamless client experience
• Manage pipeline and follow up to meet business development goals

Skills

Relationship building

Prospect meetings

Pipeline management

Presentation skills

Communication skills

Interpersonal skills

Education

Series 65 license or willingness to obtain

Job description

Advisors Excel, LLC in Pittsburgh, PA is seeking a Senior Wealth Advisor to lead business development in its expanding Pittsburgh office. This on-site role focuses on building relationships, educating clients, and delivering financial solutions while growing your career and earning potential.

You will leverage established marketing systems, warm leads, and a training program to develop new client relationships, conduct consultations, and guide onboarding to long-term partnerships.