Wealth Management Advisors - Base Salary + Bonus

About the role

A highly respected global wealth management firm is expanding its presence across the United States and is seeking an experienced Wealth Advisor to join its growing team in the Greater Pittsburgh market.

Responsibilities

• Manage and grow relationships with an established portfolio of HNW/UHNW clients
• Deliver comprehensive financial planning and investment solutions tailored to client objectives
• Deepen existing client relationships while identifying opportunities for additional engagement and referrals
• Collaborate with internal specialists across investments, estate planning, tax planning, trust, and lending solutions
• Serve as a trusted advisor through complex financial conversations and life transition events
• Build and execute a disciplined business development strategy to support continued growth
• Maintain a high-touch client service model focused on retention, satisfaction, and long-term success

Requirements

• Minimum 6+ years of financial planning and wealth management experience
• Experience advising HNW/UHNW individuals, families, and business owners
• FINRA licenses including Series 7 and 63; 65 or 66 required or obtainable upon hire
• Strong expertise in comprehensive financial planning, investment management, retirement planning, and wealth strategies
• Prior sales or business development experience preferred
• Proven ability to build trust and maintain long-term client relationships
• Excellent communication, presentation, and relationship management skills
• Ability to work collaboratively within a team-oriented wealth management environment

Qualifications

• CFP® designation preferred (or active progress toward certification)

Skills

• Client-focused
• Consultative approach
• Passion for helping clients achieve their financial goals

Benefits

• Competitive base salary plus performance-driven incentive compensation
• Comprehensive health, wellness, and retirement benefits
• Access to a robust support infrastructure and wealth planning specialists
• Clear path for career advancement within a growing national platform
• Entrepreneurial environment backed by the resources of a well-established global organization
• Strong culture centered on client success, professional development, and long-term advisor growth

Pay

Competitive base salary plus performance-driven incentive compensation

Schedule

N/A