Associate Wealth Advisor -Pittsburgh, PA
$70,000–$85,000 year
On-siteChicago, Illinois, United States or Pittsburgh, Pennsylvania, United States
Job Summary
Build and maintain strong relationships with high-net-worth clients by delivering personalized financial strategies and tailored solutions. Develop comprehensive investment plans leveraging market insights while identifying and pursuing new business opportunities to drive firm growth. Inspire and mentor a team of advisors, fostering a culture of innovation and collaboration. Ensure all client interactions and financial plans adhere to regulatory requirements and firm policies. Thrive in a high-performance, high-intensity environment requiring multi-tasking and deductive problem-solving.
Required Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related field
- Innovative, proactive, strategic thinker, and a natural leader
- Exceptional client service skills
- Strong analytical abilities
- Excellent communication and presentation skills
- Knowledgeable enough to provide sound and valuable advice
- Attention to key details
- Series 7, 63, 65, or 66 licenses required
- Ability to obtain Series 7, 63, 65, or 66 licenses (firm will pay & sponsor)
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