37 Wealth Advisor Associate – Pittsburgh, PA (In-Office) Jobs in Pittsburgh, PA
Fort Pitt Capital Group, LLC is Hiring a Wealth Advisor Associate – Pittsburgh, PA (In-Office) Near Pittsburgh, PA
What You’ll Do
- Build, maintain, and solidify client relationships, including being second chair on larger client relationships
- Coordinate new client onboarding, handle various client service requests, and delegate tasks to the administrative support team
- Assist the Lead Advisor in managing the client life cycle, participate in client meetings, and maintain detailed notes
- Take ownership of follow-up items from client meetings and ensure their prompt and accurate completion
- Coordinate the creation of financial plans and implement approved financial plans under the supervision of the Lead Advisor
- Learn business development strategies through ongoing client service, identify opportunities to expand existing client relationships, and engage with clients to create referral opportunities
- Active Series 65 or Series 7 and Series 66 certification is required
- Preference will be given to candidates who hold the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®) designation, or Chartered Financial Analyst® (CFA®) designation, or those who are committed to obtaining these qualifications within a specified time frame
- A minimum of three (3) years of hands-on experience in delivering direct client advice is required for this position
- High School Diploma or an equivalent qualification is required
- While a Bachelor's degree is preferred, we welcome candidates who possess a combination of relevant experience and education
- 100% in-office work environment
- Green Tree, PA location (Foster Plaza)
- An active Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER™ (CFP®) is required
- Reports to the Client Service Manager
- No direct supervisory responsibilities but does serve as a coach and mentor for other positions on the team
- Regular Full-Time
- Exempt/No Overtime
- Work Schedule is Monday – Friday, 8:30 am – 5:00 pm
- Frequent evening and weekend work may be required as job duties demand
- Frequent travel to client meetings and networking events is expected for this position
- Competitive base salary plus uncapped quarterly production bonus opportunities
- Medical/Prescription, Vision, and Dental Insurance
- Depending on plan selected, Fort Pitt will pay 100% of the cost of employee-only coverage
- Health Savings Account (HSA) or a healthcare Flexible Spending Account (FSA)
- 401(k) Profit Sharing Plan
- 12 Paid Holidays
- 4 weeks of Paid Time Off (PTO), prorated during first year of employment
Job Summary
Full Time
Investment Management
$55k-76k (estimate)
03/27/2024
06/23/2024
fortpittcapital.com
Pittsburgh, PA
50 - 100
Investment Management
Related Companies
The job skills required for Wealth Advisor Associate – Pittsburgh, PA (In-Office) include Client Service, Client Relationship, Onboarding, Business Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Advisor Associate – Pittsburgh, PA (In-Office). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Advisor Associate – Pittsburgh, PA (In-Office). Select any job title you are interested in and start to search job requirements.
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