Wealth Management Advisor
$85,000–$125,000 year
On-site · Pittsburgh, Pennsylvania, United States
Job Summary
Lead Advisor at JKS Financial in Pittsburgh, PA. You will deliver personalized, strategic financial guidance to high-net-worth clients, leading client relationships, developing comprehensive financial strategies, and driving growth for the advisory team. Responsibilities include client management, strategic planning, leadership, business development, problem solving, and contributing to a high-performance, compliant practice. The role emphasizes relationship-driven service, financial planning and analytical skills, and ongoing professional development. Qualifications include a bachelor’s degree in finance/economics/business (MBA preferred), 5+ years in financial services, and relevant licenses/certifications (Series 7/63/65/66 and Life/Health; CFP preferred). The compensation package features competitive salary with potential commissions/bonuses, comprehensive benefits, PTO, tuition assistance, and ongoing training.
Required Qualifications
- Bachelor’s degree in sales, finance, economics, business, or a related field. MBA preferred.
- Minimum of 5+ years’ experience in financial services or client-facing roles.
- Series 7, 63, 65, or 66 licenses, Life, Accident & Health license and/or CFP preferred.
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