Senior Wealth Management Advisor — Own Client Plans

JKS Financial; Pittsburgh (Allegheny County); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Dental & Vision

HSAs

Paid time off

Parental leave

Tuition reimbursement

Job summary

JKS Financial, a Pittsburgh wealth management practice, seeks a Senior Associate Wealth Management Advisor to own day-to-day client relationships, meet regularly, review plans, and keep clients on track toward goals. You will partner with Lead Advisors on new business, building analyses and plans that convert meetings into clients.

This role offers ownership of outcomes within an established plan, a collaborative team, and a focus on reporting, onboarding, and compliant practices.

Qualifications

• Strong financial analysis and critical thinking skills.
• Clear, persuasive written and verbal communication.
• Ability to own client outcomes within an established plan.
• Comfort juggling multiple client relationships and deadlines.
• Proficiency with Microsoft Office and CRM/planning software.

Responsibilities

• Serve as primary contact for an assigned set of existing clients with Lead Advisor.
• Lead regular financial plan reviews and update assumptions.
• Oversee onboarding, account transfers, and 401(k) rollovers.
• Oversee portfolio management and trade execution for your clients.
• Work with Lead Advisors to prepare analyses and proposals for new clients.
• Maintain client records in CRM and planning software; ensure compliance.

Skills

Financial analysis

Critical thinking

Communication

Relationship management

CRM tools

Microsoft Office

Tools

CRM software

Box.com

Financial planning tools

Job description

JKS Financial, a Pittsburgh wealth management practice, seeks a Senior Associate Wealth Management Advisor to own day-to-day client relationships, meet regularly, review plans, and keep clients on track toward goals. You will partner with Lead Advisors on new business, building analyses and plans that convert meetings into clients.

This role offers ownership of outcomes within an established plan, a collaborative team, and a focus on reporting, onboarding, and compliant practices.