Senior Wealth Client Advisor – High Net Worth

First Commonwealth Bank; Pittsburgh (Allegheny County); On-site; USD 90,000 - 120,000; Full time

Job summary

First Commonwealth Bank seeks a Client Advisor to drive business development and manage a portfolio of high net worth clients. The role combines advisory sales with comprehensive wealth planning to expand relationships.

The successful candidate will partner with wealth management specialists to deliver planning solutions, retain clients, and grow the high net worth business across the region, with occasional travel. Strong communication across teams and a fiduciary mindset are essential.

Qualifications

• Bachelor’s degree in business, accounting, or related field.
• CFP, CTFA, CPA preferred.
• Minimum five years of related experience.
• Experience with financial planning software.
• Strong sales and relationship-building skills.

Responsibilities

• Prospecting for new client relationships.
• Delivering comprehensive financial planning solutions.
• Fostering long-term client retention.
• Collaborating with wealth management specialists to grow the high net worth business.

Skills

Business development

HNW relationships

Financial planning

Retirement planning

Estate planning

Client retention

Communication

Team collaboration

Education

Bachelor's degree in Business/Accounting/related field

CFP

CTFA

CPA

Tools

Financial planning software

Job description

First Commonwealth Bank seeks a Client Advisor to drive business development and manage a portfolio of high net worth clients. The role combines advisory sales with comprehensive wealth planning to expand relationships.

The successful candidate will partner with wealth management specialists to deliver planning solutions, retain clients, and grow the high net worth business across the region, with occasional travel. Strong communication across teams and a fiduciary mindset are essential.