Strategic Wealth Planning Associate

Financial Planner Recruiting, LLC; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Job summary

A boutique wealth management firm is seeking an Associate Advisor in Pittsburgh, PA. This role involves supporting the advisory team by preparing client reviews, drafting financial plans, and maintaining strong client relations. Candidates should have a Bachelor's degree, at least 5 years of wealth management experience, and be able to obtain necessary licenses during the onboarding process. Join a team dedicated to excellence in client service and financial planning.

Qualifications

• Minimum of 5 years of experience in wealth management.
• Series 7 and 66 licenses are required but can be obtained within the first six months.
• Insurance licenses required can be obtained on the job.

Responsibilities

• Support the lead advisor in maintaining client relationships.
• Prepare and generate client review materials.
• Draft and implement financial plans under supervision.
• Participate in client meetings and assist with presentations.

Skills

Financial planning knowledge

Client services skills

Communication skills

Organizational skills

Attention to detail

Education

Bachelor's degree or equivalent experience

Job description

A boutique wealth management firm is seeking an Associate Advisor in Pittsburgh, PA. This role involves supporting the advisory team by preparing client reviews, drafting financial plans, and maintaining strong client relations. Candidates should have a Bachelor's degree, at least 5 years of wealth management experience, and be able to obtain necessary licenses during the onboarding process. Join a team dedicated to excellence in client service and financial planning.