Associate Advisor
Financial Planner Recruiting, LLCPittsburgh, Pennsylvania, United States
Posted March 6, 2026
90000 - 95000 USD
Full Time
About the Company
Financial Planner Recruiting, LLC specializes in full‑cycle recruitment for boutique wealth management and independent financial advisory firms. The firm identifies, evaluates, and presents top talent—both emerging advisors and seasoned planners—to match each client’s culture and strategic goals. By handling every step of the hiring process, from sourcing to onboarding, they ensure a seamless fit for both candidates and firms. Their reputation as the leading financial advisor recruiter in the industry underscores a commitment to quality, precision, and client success.
Job Description
Our client is a boutique wealth management firm seeking an Associate Advisor to support the advisory team in delivering ongoing service to clients. The role plays a key part in maintaining the day-to-day servicing needs of client relationships and ensuring internal processes are followed.
Requirements
- Bachelor's degree or equivalent experience
- Minimum of 5 years of experience in wealth management
- Series 7 and 66 licenses
- CFP certification
- Insurance Licenses (Accident and Health, Life and Fixed Annuities, Variable Life/Variable Annuity)
- Advanced understanding of financial planning software
Benefits
- Health, Dental, and Vision insurance
- Short and Long Term Disability
- Life and Accidental Death insurance
- 401k with match
- PTO policy
- Paid Parking
