Wealth Management Advisor

Job Description

JKS Financial: Wealth Management Advisor

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Position: Lead Advisor

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Location: Pittsburgh, PA

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Type: Full-Time

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Salary: Competitive, commensurate with experience

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Job Summary:

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JKS Financial is a growing wealth management practice built on a culture of teamwork, development, and purpose. We believe in developing people as much as we develop business. Our team environment encourages mentorship, professional development, and entrepreneurial spirit, giving advisors the support and resources needed to build a meaningful career and make a lasting impact. The focus at JKS is to help clients build lasting financial security through comprehensive planning and investment strategies. Our team partners with individuals, families, and business owners to develop personalized financial plans and build lasting relationships.

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JKS Financial is looking for an autonomous and competitive, self-driven person who likes challenges and achieving big goals. As a Lead Advisor, you will be instrumental in challenging the status quo and leading the charge in financial strategy and client relations. You will deliver personalized, strategic advice to high-net-worth clients while playing a pivotal role in the growth and development of our advisory team.

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Responsibilities

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• Client Management: Build and maintain strong relationships with clients by understanding their financial goals, providing ongoing guidance, and delivering personalized service to help them achieve long term success.
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• Strategic Planning: Develop and implement comprehensive financial strategies tailored to each client's needs focusing on long-term wealth accumulation, risk management, and financial security.
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• Leadership: Lead by example through professionalism, accountability, and a commitment to excellence while fostering collaboration and supporting the growth and development of team members.
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• Business Development: Drive growth by cultivating new client relationships, expanding professional networks, and generating referrals to build and sustain a successful advisory practice.
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• Problem Solving: Analyze complex financial situations and develop thoughtful, strategic solutions that help clients navigate challenges and achieve their financial objectives.
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• High-Performance Environment: Thrive in a fast-paced, results oriented setting that encourages continuous improvement, goal achievement, and professional growth.
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• Thought Leadership: Demonstrate expertise by sharing insights, staying informed on industry trends, and providing knowledgeable guidance that positions the advisor as a trusted resource for clients.
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• Compliance: Adhere to regulatory requirements and firm policies while maintaining the highest standards of integrity, ethics, and transparency in all client interactions and financial recommendations.
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Qualifications:

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• Education: Bachelor’s degree in sales, finance, economics, business, or a related field. MBA preferred.
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• Experience: Minimum of 5+ years’ experience in financial services or client-facing roles, with a proven track record of success.
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• Certifications: Obtain or hold relevant licenses and certifications. Series 7, 63, 65, or 66 licenses, Life, Accident & Health license and/or CFP preferred.
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• Traits & Skills: Relationship-driven and strong communication skills to build trust with clients, while also being self-motivated, resilient, and entrepreneurial in growing a book of business and overcoming challenges. Financial planning and analytical skills, along with time management & organizational skills are essential for delivering personalized strategies to clients and managing a successful business. Ability to prospect for new leads required.
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What We Offer:

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• Competitive Compensation: Earn a compensation package designed to reward performance, including a competitive salary, opportunities for commissions and bonuses, and long-term income growth as your client base expands.
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• Professional Growth: Benefit from ongoing training, mentorship, and development opportunities that help you build expertise, grow your practice, and advance your career in the financial services industry.
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• Innovative Environment: Work in a forward-thinking environment that embraces modern financial planning strategies, technology, and collaborative ideas to better serve clients and support advisor success.
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• Comprehensive Benefits: Access a robust benefits package that includes, health, dental, & vision insurance, as well as 401k contributions, and PTO to support your personal and professional well-being.
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• Impact: Make a meaningful difference by helping individuals, families, and business owners make confident financial decisions and build long-term financial security.
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How to Apply:

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Apply directly via the job posting. Qualified candidates will be contacted to schedule an initial conversation to discuss experience, goals and next steps in the process.

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JKS Financial is an equal opportunity employer.

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Job Type: Full-time

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Benefits:

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• 401(k)
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• 401(k) matching
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• Dental insurance
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• Employee discount
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• Flexible schedule
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• Health insurance
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• Health savings account
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• Life insurance
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• Paid time off
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• Parental leave
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• Professional development assistance
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• Retirement plan
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• Tuition reimbursement
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• Vision insurance
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Experience:

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• Financial services: 5+ years, preferred
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• Sales: 5+ years, preferred
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Work Location: In person

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