Senior Wealth Advisor: Holistic Planning Leader

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

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.