Financial Planner- Service Advisor

Job Description

Job Description

Networth Advisors is a well-established and client-focused financial advisory firm, based in  Canonsburg, PA , dedicated to helping individuals and families build, manage, and preserve their wealth. With a strong reputation for personalized service, strong charitable program and integrity, we are committed to long-term client relationships and professional growth.

We are seeking a motivated and relationship-driven  Client Services Advisor to join our team. This is a unique opportunity to step into practice with an existing client base. You will be responsible for nurturing these relationships, delivering financial advice, and supporting clients in achieving their financial goals.

This position offers a competitive base salary plus commission.

What you’ll do:

• Provide comprehensive financial planning and investment advice to an established book of approximately 100 households
• Build trust and deepen relationships through regular client communication and portfolio reviews
• Identify and pursue opportunities for expanding client relationships and increasing assets under management
• Collaborate with internal team members and support staff to ensure seamless client service
• Stay informed on industry trends, investment strategies, and regulatory changes

What We’re Looking For:

• Series 65 preferred
• Life and Health Insurance license preferred
• 2+ years of experience in a client-facing financial advisory role strongly preferred
• Strong interpersonal and communication skills
• Goal-oriented with a passion for helping others succeed financially
• Self-motivated, organized, and committed to ethical financial practices

\nCompany Description

Networth Advisors, LLC is a top company in this area. We provide full financial planning services for a select group of clients.

Company Description

Networth Advisors, LLC is a top company in this area. We provide full financial planning services for a select group of clients.