Wealth Planning Associate

Wealth Planning Associate Collier Township, PA / North Huntingdon, PA Advance Your Advisory Career with Real Growth Potential We are seeking an experienced Associate Financial Advisor to support client relationships, contribute to financial planning, and grow into a Lead Advisor role over time. This is an ideal opportunity for a professional with a strong foundation in wealth management who is ready for more responsibility, client exposure, and a clear path to managing their own book. Compensation & Benefits Competitive base salary + performance bonuses Clear path to Lead Advisor role with revenue-based compensation CFP® support and ongoing professional development Health benefits, retirement plan, and paid time off Strong mentorship with increasing client-facing responsibility Established systems and support staff to help you scale your career What You'll Do Support Lead Advisors in managing and deepening client relationships Prepare and help deliver financial plans, investment analyses, and meeting materials Participate in client meetings and take on increasing advisory responsibility Assist with portfolio reviews and planning updates Respond to client needs and provide high-quality service Maintain accurate client records in planning and CRM systems Conduct planning and investment research to support recommendations Assist with onboarding new clients and supporting business development efforts What We're Looking For 5+ years of experience in financial services, wealth management, or advisory support role Bachelor's degree in Finance, Business, Economics, or related field CFP® designation (or actively pursuing) strongly preferred Strong communication and relationship management skills High attention to detail and ability to manage multiple priorities Desire to grow into a client-facing Lead Advisor role Preferred Qualifications Experience with financial planning software Exposure to portfolio management and client-facing meetings Series 7/66 Why Join Us Collaborative, team-oriented culture Direct access to experienced advisors and mentorship Clear path to managing your own clients and growing a book Opportunity to take on more responsibility quickly Firm committed to long-term advisor development and success Apply Today Take the next step in your career and join a firm that will invest in your growth as a Financial Advisor.

Pay:

$70,000.00 - $100,000.00 per year

Benefits:

401(k) Health insurance Paid time off Retirement plan

Work Location:

In person