Hiring: Wealth Advisor Company: CyberCoders Location: Pittsburgh, PA Job Posted Time: 2026-09-10 11:40:39 Target Skills & Keywords : CFP, Financial Planning, Microsoft Office, Risk Management, Wealth Management About the job Experience: •3+ years of experience in wealth management, financial planning, or private client advisory roles with a track record of managing high-net-worth relationships and growing AUM. Required Skills: •Build and maintain deep, trust-based relationships with high-net-worth and affluent clients, acting as the primary point of contact for their financial needs. •Develop and implement comprehensive financial plans that address investments, retirement, tax optimization, estate planning, insurance, and cash-flow management. •Provide customized investment advice and construct diversified portfolios aligned to client objectives, risk tolerance, and time horizon. •Monitor client portfolios and market conditions, rebalance allocations as needed, and provide regular performance reporting and plan reviews. •Drive client acquisition and business development through referrals, networking, seminars, and targeted outreach to grow assets under management. •Ensure full compliance with regulatory requirements and firm policies, maintain accurate client documentation, and prepare disclosures and suitability analyses. •Serve as a mentor to junior advisors and support staff, contributing to process improvements and best practices across the team. •Stay current on industry trends, investment products, tax law changes, and maintain continuing education and required licenses. Qualifications: •Certified Financial Planner (CFP) designation preferred or in progress; demonstrated competency in financial planning principles. •Series 65 registration (or equivalent state investment adviser registration) required or willingness to obtain promptly. •Bachelors degree in Finance, Economics, Business, or related field; advanced degree (e.g., MBA) a plus. •Strong knowledge of investment products, portfolio construction, asset allocation, and risk management. •Excellent interpersonal and communication skills with the ability to explain complex financial concepts in clear, client-friendly terms. •Proficient with financial planning tools and portfolio platforms (e.g., eMoney, MoneyGuidePro, Morningstar, Orion) and Microsoft Office Suite. •High ethical standards, fiduciary mindset, attention to detail, and ability to maintain confidentiality. •Willingness to travel for client meetings and community events as required; successful completion of background checks and firm onboarding processes. •Email Your Resume In Word To Jamar. •Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply. Compensation: •$75,000 - $130,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!