Wealth Management Advisor

Jobtailor; Pittsburgh (Allegheny County); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor seeks an experienced financial professional to partner with affluent clients, assess their financial landscape, and deliver tailored investment and planning solutions. You will maintain strong client relationships, communicate complex strategies, and grow the practice through referrals.

Requirements include 5+ years in a book-of-business role, licensing within 120 days (Series 7/63/65/66, Life/Health), and CFP or CFA Level I preferred. Bachelor’s degree preferred.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience.
• 5+ years building long-lasting relationships with affluent clients or equivalent experience.
• Licensing within 120 days of start date (Series 7/63/65/66, Life & Health).
• CFP or CFA Level I preferred; university degree preferred.

Responsibilities

• Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations supporting well-defined financial objectives.
• Communicate complex financial solutions to clients.
• Build meaningful and long-lasting client relationships.
• Develop and implement financially appropriate solutions.
• Deepen relationships with an established client base.
• Grow the practice organically through referrals.
• Diagnose client needs and propose tailored investment and planning solutions.

Skills

Financial Analysis

Investment Solutions

Client Relationship Management

Financial Planning

Goal Setting

Communication

Interpersonal Skills

Problem Solving

Education

Bachelor's degree preferred

Certified Financial Planner (CFP) preferred

Chartered Financial Analyst (CFA) Level I preferred

Job description

• Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations supporting well-defined financial objectives
• Communicate complex financial solutions to clients
• Build meaningful and long‑lasting client relationships
• Develop and implement financially appropriate solutions
• Deepen relationships with an established client base
• Grow the practice organically through referrals
• Diagnose client needs and propose tailored investment and planning solutions

Requirements

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience
• 5+ years building long‑lasting relationships with affluent clients or equivalent experience
• All licenses must be obtained within 120 days from start date
• Series 7 registration
• Series 63 registration
• Series 65 registration
• Series 66 registration
• Life and Health Insurance License (Resident State) - Multiple Issuers required
• University (Degree) preferred
• Certified Financial Planner (CFP) certification preferred, or Chartered Financial Analyst (CFA) Level I preferred
• Physical requirement: Sedentary Work

Core Competencies

Demonstrates expertise in financial planning and investment solutions, with a strong focus on building and maintaining relationships with affluent clients. Holds necessary financial licenses and certifications to provide tailored financial advice and support clients' financial goals.

Highest‑signal resume keywords

• Series 7 Registration
• Series 63 Registration
• Series 65 Registration
• Series 66 Registration
• Life and Health Insurance License

Hard Skills

• Financial Analysis
• Investment Solutions
• Client Relationship Management
• Financial Planning
• Goal Setting

Soft Skills

• Communication
• Interpersonal Skills
• Problem Solving
• Client Engagement

Certifications & Qualifications

• Certified Financial Planner (CFP)
• Chartered Financial Analyst (CFA) Level I

Industry Keywords

• Affluent Clients
• Book of Business
• Financial Goals
• Tailored Solutions
• Organic Growth