Wealth Advisor Associate: Build Plans & Grow Clients

Janney Montgomery Scott LLC; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid Parental Leave

Generous Paid Time Off

Professional Development Assistance Plan

Job summary

Janney Montgomery Scott LLC is seeking a Financial Advisor for their Pittsburgh office. In this role, you will develop client relationships, provide tailored investment strategies, and coordinate financial product delivery. Ideal candidates will possess relevant licenses and a strong educational background in business.

The position offers a competitive benefits package including Paid Parental Leave, a referral bonus, and professional development assistance.

Qualifications

• Series 7; 63 and 65, or 66 and life and health licenses required.
• Experience in financial services preferred.

Responsibilities

• Develop client list for which he/she will be the primary relationship officer.
• Profile clients to recommend financial options based on objectives and risk tolerance.
• Coordinate the purchase and delivery of investment products based on clients’ goals.

Skills

Strong written and oral communication skills

Critical thinking skills

Ability to work in a fast-paced, deadline driven environment

Education

Undergraduate Degree with an emphasis on business and communications

Tools

Financial analysis tools

Job description

Janney Montgomery Scott LLC is seeking a Financial Advisor for their Pittsburgh office. In this role, you will develop client relationships, provide tailored investment strategies, and coordinate financial product delivery. Ideal candidates will possess relevant licenses and a strong educational background in business.

The position offers a competitive benefits package including Paid Parental Leave, a referral bonus, and professional development assistance.