Wealth Planning Associate: Collaborative Growth & Impact

Bluespring Wealth Partners; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) and health insurance

Opportunities for training and development

Tuition reimbursement for qualified expenses

Job summary

Bluespring Wealth Partners in Pittsburgh is seeking a Wealth Planning Associate to support advisors in delivering comprehensive financial planning to clients. This role is central in developing financial plans, engaging with clients, and conducting detailed analyses.

The ideal candidate possesses a strong interest in financial planning and significant experience in wealth management, with required qualifications including Series 7 and 66 licenses. Join a supportive environment that values mentorship and professional growth.

Qualifications

• Minimum 3 years of experience in a wealth management or financial services role.
• Series 7 and Series 66 required (may be obtained within the first six months of employment).
• CFP designation in progress, or a commitment to begin working toward the CFP designation.
• Insurance licenses (Life, Health, Fixed and Variable Annuities) required and may be obtained on the job.

Responsibilities

• Assist advisors in developing comprehensive financial plans.
• Research and prepare planning strategies related to tax, estate, insurance, and investment.
• Participate in client meetings, including note-taking and follow-up actions.
• Create client review materials and service deliverables.

Skills

Strong interest in financial planning and wealth management

Excellent analytical and problem‑solving skills

Strong written and verbal communication skills

High attention to detail and organization

Ability to manage multiple priorities and deadlines

Collaborative mindset with a desire to learn and grow

Ability to handle sensitive client situations with professionalism

Experience with financial planning software and scenario modeling

Proficiency in Microsoft Office Suite

Education

Bachelor's degree or equivalent experience

Tools

Financial planning software

Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)

Job description

Bluespring Wealth Partners in Pittsburgh is seeking a Wealth Planning Associate to support advisors in delivering comprehensive financial planning to clients. This role is central in developing financial plans, engaging with clients, and conducting detailed analyses.

The ideal candidate possesses a strong interest in financial planning and significant experience in wealth management, with required qualifications including Series 7 and 66 licenses. Join a supportive environment that values mentorship and professional growth.