Wealth Advisor — Structured Training & Growth (Pittsburgh)

Advisors Excel, LLC; 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

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.