Associate Wealth Advisor
6 - 10 years
Canonsburg, PA
Full-time
Hybrid
1 month ago
About the role
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
Experience & Qualifications
Compensation & Benefits
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.
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.
Skills
Business Consulting and Services