Wealth Management Advisor

Job overview

The Wealth Management Advisor role is onsite in Pittsburgh, PA. The stated salary range is $85,000–$125,000 per year, with commissions and bonuses also described. JKS Financial works with individuals, families, and business owners on financial planning and investment strategies. The advisor builds a client practice through financial planning, relationship development, and business development, helping clients pursue long-term wealth accumulation, risk management, and financial security.

What you'll do

• Build and maintain client relationships, develop personalized financial strategies, generate new client relationships and referrals, analyze financial situations, provide informed guidance, and follow regulatory requirements and firm policies.

What we're looking for

Skills & competencies

wealth management advisor

jks financial

pittsburgh pa

financial planning

investment strategies

client relationships

business development

referrals

compliance

$85k–$125k

401(k) match

health insurance

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement plan and 401(k) match, life and health insurance, HSA, dental and vision insurance, paid time off, parental leave, tuition assistance, training, and development.

Why this role

The role combines financial planning and business development, with opportunity to build an individual practice.

About the employer

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