Wealth Management Advisor

The Catalyst Difference; Pittsburgh (Allegheny County); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Sign-On Bonus

Forgivable Transitional Loans

Commissions and Bonus

401(k)

Health, Dental, Vision

Employee Stock Purchase Plan

Disability Insurance

Life Insurance

Transportation Reimbursement

Job summary

The Catalyst Difference is seeking a Wealth Management Advisor to deepen client relationships and provide comprehensive financial advice while building your practice. Structured onboarding, training and 1:1 mentorship offer a clear path to leadership within a collaborative team.

Responsibilities include expanding client networks, listening to goals, presenting personalized strategies, and guiding clients through financial products with data-driven insights and compliant service.

Qualifications

• 2+ years of experience in banking, finance, insurance or financial services.
• Current PA State Life & Health, FINRA SIE.
• Preferred active FINRA Series 7 and Series 66.
• Exceptional interpersonal and communication abilities with strong self-confidence.
• Entrepreneurial drive with a desire to positively impact others' lives.
• Authorized to work in the United States without Visa sponsorship.

Responsibilities

• Build and deepen client and community relationships through strategic outreaches, branded events and consistent, reliable engagement.
• Listen to understand clients' financial goals to create personalized strategies, offering clear recommendations and guidance.
• Guide clients through a process to help them understand their customized recommended financial products and services.
• Service clients by collecting, organizing, and analyzing data for communication, marketing and compliance purposes.

Skills

FINRA SIE

Series 7

Series 66

Client relationships

Communication

Entrepreneurial drive

Work authorization US

Job description

Are you ready to make a positive impact on client's lives while building your own practice? Do you have an entrepreneurial drive, value community and desire growth? Do you want to be part of a team that collaborates and communicates while valuing autonomy?

As a Wealth Management Advisor, you will deepen and establish new client relationships to provide comprehensive financial advice to your clients. A licensed Wealth Management Advisor builds trust and credibility with clients while providing foundational knowledge for strategic financial planning. Structured onboarding, training and development provide a clear path to building and/or maintaining a successful financial services practice or leadership track while being supported through 1:1 mentorship.

About the role

• Build and deepen client and community relationships through strategic outreaches, branded events and consistent, reliable engagement
• Listen to understand clients' financial goals to create personalized strategies, offering clear recommendations and guidance
• Guide clients through a process to help them understand their customized recommended financial products and services
• Service clients by collecting, organizing, and analyzing data for communication, marketing and compliance purposes
• In-office presence with flexibility

Required skills and experience

• 2 + years’ experience in banking, finance, insurance or financial services
• Current PA State Life & Health, FINRA SIE
• Preferred active FINRA Series 7 and Series 66
• Exceptional interpersonal and communication abilities with strong self-confidence
• Entrepreneurial drive with a desire to positively impact others' lives
• Ability to work with and learn from top performers
• Authorized to work in the United States without Visa sponsorship

Training & Development

• Sponsorship provided for required FINRA licensing
• On-site and virtual training for continuous learning and development
• On-site mentorship for joint work opportunities and practice development
• Personalized 1:1 Coaching
• On-site leadership development programs for future leaders
• Support for professional growth through professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) or Chartered Financial Consultant (ChFC)
• Custom compensations options:
• Sign-On Bonus
• Customized Forgivable Transitional Loans for practice transition
• Commissions and Bonus
• Comprehensive benefits package including health, dental and vision, 401(k); Employee Stock Purchase Plan; disability; life Insurance; and Transportation Reimbursement Incentive Program