Senior Wealth Management Advisor - Own Client Outcomes

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

Benefits offered by this job

401(k) with company match

Employer-paid health insurance

Dental insurance

Vision insurance

Health savings account

Paid time off

Training & development

Flexible scheduling

Tuition reimbursement

Parental leave

Job summary

JKS Financial in Pittsburgh is seeking a Senior Associate Wealth Management Advisor to own day-to-day relationships with an established client book, meeting regularly and updating financial plans.

You will partner with Lead Advisors on new business, build comprehensive plans across retirement, insurance, investment, and cash flow strategy, and guide clients toward their goals within an established framework.

Qualifications

• Series 7 and 66 (or Series 65) license required or in progress.
• Bachelor's degree preferred.
• Strong financial analysis and client management skills.

Responsibilities

• Serve as the primary contact for assigned clients with Lead Advisor partnership.
• Lead regular financial plan reviews and adjust recommendations as life changes.
• Manage onboarding, account transfers, and 401(k) rollovers end-to-end.
• Oversee portfolio management and trade execution for client relationships.
• Support new business with financial analyses and proposals.

Skills

Series 7 & 66 license

Financial analysis

Client relationship management

Communication

Education

Bachelor's degree preferred

Tools

CRM software

Box.com

Microsoft Office

Financial planning tools

Job description

JKS Financial in Pittsburgh is seeking a Senior Associate Wealth Management Advisor to own day-to-day relationships with an established client book, meeting regularly and updating financial plans.

You will partner with Lead Advisors on new business, build comprehensive plans across retirement, insurance, investment, and cash flow strategy, and guide clients toward their goals within an established framework.