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Industry: Business Consulting and Services
Company Size: 2-10 employees

Priano Solutions

Savvy Admin PROD

**Associate Wealth Advisor **

Independent Registered Investment Advisor

Pittsburgh, PA (Hybrid)

Our client is a growing, employee-owned, fee-only Registered Investment Advisor serving clients across the United States through a collaborative, team-based advisory model. The firm is focused on long-term relationships, fiduciary advice, and developing advisors internally through clearly defined career progression.

They are seeking an **Associate Wealth Advisor ** to support senior advisors and contribute to client service, financial planning, and investment management. This role is designed for an experienced financial services professional who wants to grow into a lead advisory position over time. This is not an entry-level role.

The Role

The Associate Wealth Advisor works closely with senior advisors and the broader advisory team to deliver a high-touch, comprehensive client experience. The position combines technical financial planning, investment support, and increasing client interaction as experience grows.

This role is ideal for someone who is detail-oriented, service-driven, and interested in developing into a primary client-facing advisor within a fee-only RIA environment.

Key Responsibilities

- Support senior advisors in client meetings, preparation, and follow-up

- Assist with onboarding new clients, including account paperwork and coordination

- Build and update financial plans incorporating investment, tax, estate, and insurance considerations

- Coordinate with clients’ CPAs, estate attorneys, and other professional advisors as needed

- Prepare materials for client and prospect meetings and, as appropriate, present portions of meetings

- Serve as a secondary relationship contact for assigned clients

- Respond promptly to client inquiries and support a white-glove service experience

- Participate in investment research and contribute to Investment Committee preparation

- Assist with portfolio implementation and trading on assigned accounts

- Help prepare quarterly client reporting and commentary

- Develop an understanding of portfolio performance and investment positioning

- Use industry-standard planning, portfolio management, and CRM systems

- Grow into increased client-facing responsibility over time, with opportunity to serve as primary advisor on smaller relationships

Experience & Qualifications

- Approximately 3–5+ years of experience in financial services

- Prior exposure to investments, financial planning, portfolio management, or advisory support required

- Not suitable for candidates straight out of school or without industry experience

- Experience in fee-only RIA or holistic planning environments preferred

- CSAs or operations professionals transitioning into advisory roles encouraged to apply

- CFP®, CFA®, CPA, or CIMA preferred or in progress

- Series 65/66 required or willingness to obtain shortly after hire (Series 7 not sponsored)

- Strong written and verbal communication skills

- Highly organized, detail-oriented, and comfortable managing multiple priorities

- Service-minded, collaborative, and eager to learn

- Comfortable building relationships and engaging with clients and team members

Compensation & Benefits

- Base salary

- Base compensation increases with progress toward or completion of CFP®

- Bonus opportunity based on firm profitability and individual contribution

- Revenue sharing eligibility for sourcing new assets under management

- Fully covered healthcare for employees

- Employer profit-sharing contributions to retirement plan

- Hybrid work schedule (2 days remote, 3 days in office)

- Strong administrative and operational support—advisors do not handle paperwork

- Flexible scheduling to support work-life balance

Why This Opportunity

This role offers a clear path for growth within a stable, team-oriented advisory firm. Associate Wealth Advisors are developed intentionally, given increasing responsibility over time, and supported by experienced advisors and a strong operational infrastructure.

Associate Wealth Advisor

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