Job Description
ASSOCIATE ADVISOR
Pittsburgh, PA
$90,000- $135,000 + Bonus
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Our client, a growing and reputable investment firm, is seeking an Associate Advisor to join their team. This role is an excellent opportunity for someone looking to build a long-term career in wealth management and financial advising.
About the Role:
As an Associate Advisor, you will support senior financial advisors in delivering exceptional service to clients. You’ll assist with client relationship management, financial planning preparation, investment research, and operational support. This is a great opportunity for someone who wants to learn the business from the ground up and eventually grow into an advisor role.
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OVERVIEW OF THE ASSOCIATE ADVISOR ROLE:
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- Assist financial advisors with client meetings, including preparation of financial plans, investment reports, and follow-up tasks
- Support client relationship management through proactive communication and service
- Conduct investment research and stay current with market trends and product offerings
- Handle account administration, new account setup, transfers, and documentation
- Collaborate with operations and compliance teams to ensure accuracy and adherence to regulatory standards
- Participate in ongoing training and professional development
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\nPREFERRED QUALIFICATIONS FOR THE ASSOCIATE ADVISOR:\n
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- Bachelor’s degree in Finance, Accounting, Economics, or related field (required)
- 1–3 years of experience in financial services, banking, or investments preferred\
- Series 7 and 66 (or willingness to obtain within a set timeframe)
- Strong analytical, organizational, and communication skills
- Proficiency with Microsoft Office; CRM or portfolio management software experience a plus
- Desire to build a career in wealth management/advisory services
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