Associate Wealth Advisor

About the Company

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.

About the Role

The role will initially work in 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.

Responsibilities

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

Qualifications

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

Required Skills

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

Preferred Skills

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

Pay range and compensation package

Competitive base salary plus incentive opportunities

Comprehensive benefits package

Formal training and career development program

Mentorship from an experienced, top-tier advisor

Collaborative, positive office culture with long-term growth potential

Equal Opportunity Statement

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