Wealth Client Advisor — Build Relationships & Growth

Advisor Talent Solutions; Canonsburg (Washington County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

401k after 90 days

PTO

Trip Incentives

Mentorship

Job summary

Networth Advisors in Canonsburg, PA is seeking a Client Services Advisor to nurture an established client base and deliver financial guidance. You will coordinate ongoing planning and portfolio reviews to help clients achieve their goals.

Join a relationship‑driven firm offering a base salary plus commission with a clear path to a full advisory role, mentorship, and competitive benefits including health insurance and a 401k plan.

Qualifications

• 2+ years of client-facing financial advisory experience.
• Series 65 preferred.
• Life and Health Insurance license preferred.

Responsibilities

• Provide comprehensive financial guidance to an established book of ~100 households.
• Build trust and deepen relationships through regular client communication and portfolio reviews.
• Identify and pursue opportunities to expand client relationships and assets under management.
• Collaborate with internal teams to ensure seamless client service and accurate implementation of plans.
• Stay informed on industry trends, investment strategies, and regulatory changes.

Skills

Client-facing experience

Communication skills

Interpersonal skills

Goal oriented

Job description

Networth Advisors in Canonsburg, PA is seeking a Client Services Advisor to nurture an established client base and deliver financial guidance. You will coordinate ongoing planning and portfolio reviews to help clients achieve their goals.

Join a relationship‑driven firm offering a base salary plus commission with a clear path to a full advisory role, mentorship, and competitive benefits including health insurance and a 401k plan.