Associate Wealth Advisor

About the CompanyTalentWealth 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 RoleThe 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.ResponsibilitiesSupport 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 responsibilitiesQualificationsSeries 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 mindsetRequired SkillsStrong communication skills with a client-first, service-oriented mindsetPreferred SkillsSeries 7 and Series 66 licenses preferredInsurance license preferred or ability to obtainCFP® designation preferred or willingness to pursuePay range and compensation packageCompetitive base salary plus incentive opportunitiesComprehensive benefits packageFormal training and career development programMentorship from an experienced, top-tier advisorCollaborative, positive office culture with long-term growth potentialEqual Opportunity StatementWe are committed to diversity and inclusivity in our hiring practices.