Client Services Advisor
Networth Advisors is a well-established and client-focused financial advisory firm, based in Canonsburg, PA, dedicated to helping individuals and families build, manage, and preserve their wealth. With a strong reputation for personalized service, a robust charitable program, and integrity, we are committed to long-term client relationships and professional growth.
About the role
We are seeking a motivated and relationship-driven Client Services Advisor to join our team. This is a unique opportunity to step into practice with an existing client base of approximately 100 households. You will nurture these relationships, deliver financial advice, and support clients in achieving their financial goals.
Responsibilities
- Provide comprehensive financial planning and investment advice to an established book of clients
- Build trust and deepen relationships through regular client communication and portfolio reviews
- Identify and pursue opportunities for expanding client relationships and increasing assets under management
- Collaborate with internal team members and support staff to ensure seamless client service
- Stay informed on industry trends, investment strategies, and regulatory changes
- Attend occasional seminars
Requirements
- Series 65 license preferred
- Life and Health Insurance license preferred
- 2+ years of experience in a client-facing financial advisory role strongly preferred
- Strong interpersonal and communication skills
- Goal-oriented with a passion for helping others succeed financially
- Self-motivated, organized, and committed to ethical financial practices
Benefits
- Established book of 100+ households
- Base salary plus commission
- Mentorship and professional development
- Clear path for advancement to a full Financial Advisor position (commission-based)
- Supportive and collaborative team environment
- Health Insurance
- 401k after 90 days
- Paid Time Off (PTO)
- Trip incentives
Schedule
- Monday-Thursday: 8:00 am - 5:00 pm
- Friday: 8:00 am – 2:00 pm
Pay
Competitive base salary plus commission, with potential to transition into a full commission-based advisor role.