Wealth Advisor - High Net Worth & Planning

First Commonwealth Bank; Indiana (PA); On-site; USD 90,000 - 130,000; Full time

Job summary

First Commonwealth Advisors is seeking a Client Advisor to drive business development while managing a portfolio of high net worth clients. This role blends consultative sales, relationship management, and wealth planning knowledge.

Key responsibilities include prospecting for new client relationships, delivering financial planning solutions, fostering client retention, and collaborating with wealth management specialists to grow the high net worth business.

Qualifications

• Bachelor’s Degree in Business, Accounting, or related field preferred.
• CFP, CTFA, CPA preferred.
• Minimum five (5) years related experience preferred.
• Financial planning software experience.
• Strong personal and sales skills; valid driver’s license and regional travel required.

Responsibilities

• Business development and client acquisition
• High net worth client relationship management
• Financial, retirement, and estate planning
• Client retention and service excellence
• Strategic networking and referral development
• Effective communication of complex financial concepts
• Cross-functional collaboration and teamwork

Skills

Client relationship management

Sales skills

Financial planning

Communication

Education

Bachelor's degree in Business / Accounting / related field

CFP, CTFA, CPA preferred

Tools

Financial planning software

Job description

First Commonwealth Advisors is seeking a Client Advisor to drive business development while managing a portfolio of high net worth clients. This role blends consultative sales, relationship management, and wealth planning knowledge.

Key responsibilities include prospecting for new client relationships, delivering financial planning solutions, fostering client retention, and collaborating with wealth management specialists to grow the high net worth business.