Senior Wealth Management Advisor – Client Outcomes Lead

JKS Financial; Pittsburgh (Allegheny County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Job summary

JKS Financial seeks a Senior Associate Wealth Management Advisor in Pittsburgh to own day-to-day relationships with an established book of clients. You will meet regularly, review and adjust financial plans, and stay aligned with client goals.

You’ll collaborate with Lead Advisors on new business, building analyses and plans to turn meetings into client relationships. This role offers growth within an established practice.

Qualifications

• Strong financial analysis and critical-thinking skills.
• Clear, persuasive written and verbal communication.
• Ability to own outcomes within an established plan.

Responsibilities

• Lead regular financial plan reviews and update assumptions.
• Manage onboarding, account transfers, and 401(k) rollovers.
• Oversee investment portfolio management and trade execution for assigned clients.
• Support new business by preparing financial analysis and proposals.

Skills

Client relationship management

Financial analysis

Communication skills

Initiative & ownership

Team collaboration

Tools

Box.com

CRM software

Job description

JKS Financial seeks a Senior Associate Wealth Management Advisor in Pittsburgh to own day-to-day relationships with an established book of clients. You will meet regularly, review and adjust financial plans, and stay aligned with client goals.

You’ll collaborate with Lead Advisors on new business, building analyses and plans to turn meetings into client relationships. This role offers growth within an established practice.