Wealth Advisor: Growth, Training & Established Clients

Advisor Seekers LLC; Pittsburgh (Allegheny County); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Structured Training Program

Established Client Base

Career Development

Collaborative Culture

Professional Development

Growth Opportunity

Job summary

Advisor Seekers LLC in Pittsburgh is seeking a personable Wealth Advisor to join its expanding team. You will build and nurture client relationships, provide financial guidance, and help clients reach long-term goals within a structured training program.

The firm offers established processes and opportunities for professional development, licensing support, and a collaborative culture that values teamwork and client success.

Qualifications

• Approximately 1–5 years of experience in wealth management, financial planning, financial services, or a 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.
• A client-first mindset with a genuine interest in helping individuals and families achieve their financial goals.
• Strong organizational skills and the ability to manage multiple client relationships and priorities.
• A willingness to learn, adapt, and follow established processes and procedures.
• A bachelor's degree in Finance, Business, Economics, or a related field is 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

Wealth management

Financial planning

Client relationships

Communication skills

Series 65 license

Bachelor's degree in finance/business

Education

Bachelor's degree in Finance, Business, Economics

Job description

Advisor Seekers LLC in Pittsburgh is seeking a personable Wealth Advisor to join its expanding team. You will build and nurture client relationships, provide financial guidance, and help clients reach long-term goals within a structured training program.

The firm offers established processes and opportunities for professional development, licensing support, and a collaborative culture that values teamwork and client success.