Search for More Jobs

Wealth Advisor

Job ID: 1757960
OA Reference: 1720-Wealth

  • $80,000 to $90,000
  • Pittsburgh, 15216

Are you a Financial Advisor looking for a great opportunity? We are seeking a motivated and experienced Financial Advisor to join our growing team in the South Hills area of Pittsburgh. The ideal candidate will have a strong background in investment strategies, client relationship management, and financial planning.

Key Responsibilities:
- Provide personalized investment advice and financial planning services to clients.
- Build and maintain a portfolio of clients through networking, referrals, and company leads.
- Monitor client portfolios and make recommendations based on market trends and individual goals.
- Maintain compliance with all regulatory requirements and company policies.

Qualifications:
- Active Series 7 and Series 63 licenses (required)
- Minimum of 2 years of experience in financial advising or a related field.
- Strong interpersonal and communication skills.
- Ability to work independently and manage time effectively.
- Bachelor’s degree in Finance, Economics, or related field preferred.

Compensation & Benefits:
- Competitive base salary plus performance-based bonuses.
- Commission and incentive programs.
- Health, dental, and vision insurance.
- 401(k) with company match.
- Ongoing training and professional development support.


Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

(none specified)

AppleOne Representative Contact Info

Account Executive:
David
Branch Phone:
Location:
Pittsburgh, PA