Senior Associate Wealth Management Advisor

Job overview

The Senior Associate Wealth Management Advisor role is onsite in Pittsburgh, PA. Compensation is $90,000–$150,000 per year. The role supports JKS Financial’s wealth management practice serving business owners, high-income professionals, and retirees in the Pittsburgh region. The advisor manages day-to-day relationships with an established client group, helping clients review plans and stay on track toward their goals. The role also partners with Lead Advisors on financial analysis and planning for prospective clients, while maintaining accurate records and supporting compliant practice operations.

What you'll do

• Serve as a primary contact for assigned clients in partnership with Lead Advisors
• lead financial plan reviews
• manage onboarding, account transfers, and 401(k) rollovers
• oversee investment portfolio management and trade execution
• respond to client questions
• prepare financial analysis, proposals, plans, case materials, and illustrations
• maintain client records and support workflows, policies, and compliance standards.

What we're looking for

Skills & competencies

wealth management advisor

financial planning

client relationships

portfolio management

investment trade execution

pittsburgh pa

jks financial

$90k–$150k/year

series 7

series 66

series 65

401(k) rollovers

flexible scheduling

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with company match
• employer-paid health insurance
• dental and vision insurance
• health savings account
• short- and long-term disability
• term life insurance
• paid time off
• parental leave
• professional development assistance
• tuition reimbursement
• flexible scheduling.

Why this role

Established client book; incentive compensation tied to client retention and new business contribution; flexible scheduling.

About the employer

JKS Financial is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.