Associate Wealth Advisor

The following information provides an overview of the skills, qualities, and qualifications needed for this role.
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 planningBuild and maintain strong client relationships through proactive communicationAssist with account management, client onboarding, and ongoing service needsParticipate in the firm’s advisor development programGradually transition into business development and client acquisition responsibilities
Qualifications
Series 7 and Series 66 licenses preferred, or ability to obtain within six monthsInsurance license preferred or ability to obtainBachelor’s degree requiredCFP® designation preferred or willingness to pursue2+ years of experience in financial services, ideally within wealth managementStrong communication skills with a client-first, service-oriented mindset
Required Skills
Strong communication skills with a client-first, service-oriented mindset
Preferred xzbcwsv Skills
Series 7 and Series 66 licenses preferredInsurance license preferred or ability to obtainCFP® 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.