Wealth Advisor - Grow with Established Clients

Advisor Talent Solutions; Pittsburgh (Allegheny County); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Structured Training Program

Established Client Base

Career Development

Collaborative Culture

Licensing support

Tuition reimbursement

Job summary

Advisor Talent Solutions is seeking a personable Wealth Advisor to join its Pittsburgh team. You will manage client relationships, provide tailored financial guidance, and help clients achieve long-term goals in a collaborative environment.

The role emphasizes annual plan reviews, portfolio assessments, and growth through existing client relationships without needing to bring a book of business. On-site, full-time position with licensing support and training.

Qualifications

• 1–5 years of experience in wealth management, financial planning, financial services, or related field.
• Series 65 license preferred or willingness to obtain within 90 days of hire.
• Experience working with financial plans, investment portfolios, and client relationships.
• Strong communication and interpersonal skills with the ability to build trust and establish rapport.
• Bachelor's degree in Finance, Business, Economics, or related field preferred.

Responsibilities

• Manage and develop relationships with an established client base, providing personalized financial guidance and ongoing support.
• Conduct annual client reviews to evaluate financial plans, investment portfolios, and changing financial needs.
• Review client portfolios and identify opportunities for investment enhancements, adjustments, and additional planning strategies.
• Assist clients with retirement planning, investment strategies, and overall financial planning needs.
• Identify opportunities to strengthen existing relationships and expand services based on clients' evolving financial goals.
• Respond to client inquiries and provide timely, knowledgeable, and professional support.
• Collaborate with other advisors and internal team members to deliver an exceptional client experience.
• Follow established financial planning processes and firm-specific procedures.

Skills

Client relationships

Communication

Organization

Willingness to learn

Interpersonal skills

Series 65 license

Education

Bachelor's degree in Finance/Business/Economics

Job description

Advisor Talent Solutions is seeking a personable Wealth Advisor to join its Pittsburgh team. You will manage client relationships, provide tailored financial guidance, and help clients achieve long-term goals in a collaborative environment.

The role emphasizes annual plan reviews, portfolio assessments, and growth through existing client relationships without needing to bring a book of business. On-site, full-time position with licensing support and training.