Associate Wealth Advisor

Job Description

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About the Company

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TalentWealth Recruiting, a boutique firm specializing in financial services talent, is partnering with a highly respected independent advisory practice in Pittsburgh, PA to identify an Associate Wealth Advisor for their growing team. This well-established and successful practice has developed a structured, in-house training program designed to mentor and cultivate the next generation of financial advisors. This is an excellent opportunity for a motivated professional who is looking to build a long-term career in wealth management within a supportive, team-oriented environment.

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About the Role

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The role will initially focus on a Service Advisor capacity, providing direct support to clients and advisors. As you progress through the firm’s development program, responsibilities will evolve toward business development and asset gathering, positioning you for a successful advisory career. You will also benefit from direct mentorship by a top-performing advisor in the industry, gaining hands-on experience and exposure to best-in-class practices.

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Responsibilities

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• Support senior advisors in delivering high-quality client service and financial planning
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• Build and maintain strong client relationships through proactive communication
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• Assist with account management, client onboarding, and ongoing service needs
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• Participate in the firm’s advisor development program
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• Gradually transition into business development and client acquisition responsibilities
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Qualifications

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• Series 7 and Series 66 licenses preferred, or ability to obtain within six months
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• Insurance license preferred or ability to obtain
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• Bachelor’s degree required
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• CFP® designation preferred or willingness to pursue
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• 2+ years of experience in financial services, ideally within wealth management
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• Strong communication skills with a client-first, service-oriented mindset
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Required Skills

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Strong communication skills with a client-first, service-oriented mindset

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Preferred Skills

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• Series 7 and Series 66 licenses preferred
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• Insurance license preferred or ability to obtain
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• CFP® designation preferred or willingness to pursue
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Pay range and compensation package

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Competitive base salary plus incentive opportunities

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Comprehensive benefits package

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Formal training and career development program

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Mentorship from an experienced, top-tier advisor

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Collaborative, positive office culture with long-term growth potential

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Equal Opportunity Statement

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We are committed to diversity and inclusivity in our hiring practices.

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