About this opportunity
Signature Wealth lists this Associate Advisor opportunity in pittsburgh, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Build Your Career at Signature WealthSignature Wealth is a collaborative, client-centered wealth management firm built on shared success and long-standing relationships. Our Ensemble Practice Model fosters teamwork, trust, and mutual accountability. We believe exceptional client experiences are created by exceptional teams, and we invest in every team member through mentorship, professional development, and clearly defined career paths.
The Associate Advisor plays an integral role in strengthening client relationships while continuing to develop into a trusted financial advisor. This position is designed for professionals who are passionate about comprehensive financial planning, relationship management, and delivering an exceptional client experience within a collaborative, team-based environment.
Working alongside Lead Advisors and our Wealth Planning Team, you'll participate in client meetings, develop planning recommendations, support ongoing relationship management, and help clients make informed financial decisions. This role offers a structured path toward greater client relationship ownership, increased advisory responsibility, and long-term career growth.
If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.
What You'll DoPartner with Lead Advisors to manage ongoing client relationships and deliver an exceptional client experience
Prepare comprehensive financial plans and planning analyses to support client recommendations
Participate in client meetings, presenting recommendations and leading portions of meetings as your experience grows
Develop planning strategies related to retirement, tax, estate, insurance, investment, and charitable planning
Serve as a trusted point of contact for client questions, follow-up, and ongoing service needs
Coordinate implementation of planning recommendations with Client Services, Portfolio Management, Wealth Planning, and Operations
Monitor client action items and ensure recommendations are implemented accurately and on time
Communicate investment recommendations and planning updates in partnership with Lead Advisors
Build long-term client relationships through proactive communication, responsiveness, and exceptional service
Maintain accurate client documentation within CRM and firm systems
Continue developing advisory, relationship management, communication, and behavioral coaching skills
Identify opportunities to improve client experience and advisor efficiency
What You BringA passion for financial planning, client relationships, and helping people achieve their goals
Strong interpersonal, presentation, and communication skills
Excellent analytical and problem-solving abilities
Ability to build trust, confidence, and lasting relationships with clients
High attention to detail and strong organizational skills
A collaborative mindset with a commitment to continuous learning and professional growth
Emotional intelligence and professionalism when navigating sensitive client situations
A proactive approach to client service and team collaboration
Technical SkillsExperience using financial planning software and scenario modeling tools
Proficiency with Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
Experience working within CRM and financial planning platforms
Preferred QualificationsBachelor's degree or equivalent professional experience
Minimum of three years of experience in wealth management or financial services
CFP® certification required
Series 7 and Series 66 licenses (or willingness to obtain)
Life, Health, Fixed, and Variable Insurance licenses (or willingness to obtain)
Commitment to successfully completing Signature Wealth's Associate Advisor Mentorship Program – Level I
Ongoing professional development and behavioral finance education encouraged
Career Growth & DevelopmentAt Signature Wealth, we believe in developing careers—not simply filling positions.
Every team member has a clearly defined growth path with transparent expectations, ongoing coaching, and opportunities for advancement. The Associate Advisor role is designed for professionals who are ready to expand their client relationships, strengthen their advisory expertise, and continue progressing toward leadership.
As an Associate Advisor, you'll receive increasing responsibility as your experience grows. Through mentorship, structured development, and hands-on client experience, you'll build the skills necessary to become a trusted advisor and long-term leader within the firm.
As you grow with Signature Wealth, you'll have opportunities to:
Work alongside experienced Lead Advisors and Partners while receiving ongoing mentorship
Develop advanced planning, communication, and behavioral coaching skills
Take on increasing ownership of client relationships and meeting leadership
Continue expanding your technical expertise through education and professional development
Progress toward Lead Advisor, leadership, and partnership opportunities based on your performance, development, and career goals
Many of our firm's leaders began by developing their technical expertise, client relationships, and leadership skills through collaborative roles similar to this one. We are committed to helping our people build meaningful, long-term careers.
Additional DetailsFull-time, exempt position
In-office role
Typical schedule: Monday through Friday, 8:45 AM – 5:15 PM
Occasional additional hours may be required to support client meetings, business development activities, projects, and firm initiatives
Firm-paid parking
Why Signature Wealth?At Signature Wealth, advisory is about far more than managing investments. It's about building trusted relationships, helping clients navigate life's most important financial decisions, and providing the confidence they need to pursue their long-term goals.
Our Ensemble Practice Model allows advisors to collaborate with Wealth Planning, Portfolio Management, Client Services, and Operations to deliver truly comprehensive advice. Rather than working independently, you'll be supported by a team of specialists who share a commitment to exceptional client outcomes.
We invest in our people through mentorship, structured advisor development, continuing education, and clearly defined career paths. xavwley Whether your goal is to deepen your advisory expertise, lead more client relationships, mentor future advisors, or ultimately become a Lead Advisor, leader, or Partner, you'll have the coaching, resources, and opportunities to continue growing throughout your career.
If you're looking for a firm where collaboration is valued, relationships come first, and your professional growth is intentionally supported, we'd love to meet you.
Worksite address
pittsburgh, PA, 15289, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.