Wealth Advisor - Pittsburgh, PA

Advisor Talent Solutions; Pittsburgh (Allegheny County); On-site; USD 85,000 - 120,000; Full time

Job summary

Advisors Excel, LLC in Pittsburgh seeks a personable Wealth Advisor to deepen client relationships, provide financial guidance, and help individuals and families reach long-term goals. The role emphasizes training and mentorship in a collaborative setting.

You will manage a base of established clients, conduct annual reviews, suggest investment enhancements, assist with retirement planning, and work with the team to deliver exceptional service.

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 bachelor's degree in Finance, Business, Economics, or a related field is preferred.
• A willingness to learn, adapt, and follow established processes and procedures.

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.

Skills

Client relationship management

Communication skills

Organizational skills

Willingness to learn

Team collaboration

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

Position:Wealth Advisor - Pittsburgh, PA

Location: Pittsburgh, PA

Remote Status: On-Site

Job Id:4071

# of Openings:1

Location: Pittsburgh, Pennsylvania
Industry: Wealth Management / Financial Services
Position Type: Full-Time | On-Site

Build your career. Strengthen relationships. Make a lasting impact.

This is an opportunity to take the next step in your wealth management career with a firm that invests in its people. Whether you're an experienced financial planning professional or an emerging advisor ready to grow, you'll have the training, support, and established client relationships to build a rewarding future.

An established and growing wealth management firm is seeking a personable, motivated, and client-focused Wealth Advisor to join its expanding Pittsburgh team.

This is an excellent opportunity for someone who enjoys building meaningful client relationships, providing financial guidance, and helping individuals and families achieve their long-term financial goals.

The firm offers a structured training program, established processes, and the opportunity to develop professionally within a collaborative, growth-oriented environment. Candidates are not required to bring an existing book of business.

What You Will Do

• 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.

What You Will Bring

• 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.

What Will Set You Apart

• CFP® or CFA designation, or progress toward obtaining one.


• Previous experience conducting client meetings, annual reviews, and portfolio assessments.


• Background as a Paraplanner, Financial Planning Associate, Wealth Management Consultant, or Associate Advisor.


• Ability to identify additional planning opportunities and recognize ways to enhance client relationships.


• A growth-oriented mindset with the ability to embrace new ideas, processes, and technology.


• Someone who is humble, personable, hardworking, and confident without being overly aggressive.


• A team-oriented professional who enjoys collaborating and contributing to a positive workplace culture.

Why Consider This Opportunity?

• Structured Training Program: Receive hands-on training and mentorship designed to help you develop into a successful Wealth Advisor.


• Established Client Base: Step into an opportunity to work with existing client relationships rather than having to build a book of business from scratch.


• Career Development: Build your advisory skills and advance your career within a growing wealth management organization.


• Collaborative Culture: Join a team that values personality, teamwork, accountability, and a shared commitment to client success.


• Professional Development: Licensing support and tuition reimbursement opportunities.


• Growth Opportunity: Develop your expertise while taking on increasing responsibility and ownership of client relationships.