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Wealth Management Advisor

JKS Financial

Pittsburgh, PA

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JOB DETAILS
SKILLS
Analysis Skills, Business Administration, Business Development, Certified Financial Planner (CFP), Communication Skills, Continuous Improvement, Customer Relations, Customer Support/Service, Dental Insurance, Economics, Entrepreneurship, Finance, Financial Analysis, Financial Planning, Financial Planning and Analysis (FP&A), Financial Risk Management, Financial Services, Financial Strategy, Health Insurance, High Net Worth, Industry/Trade Analysis, Insurance, Investment Strategy, Leadership, Life Insurance, Mentoring, Organizational Skills, People Management, Problem Solving Skills, Regulatory Requirements, Retirement Plan, Sales, Sales Management, Sales Prospecting, Series 7, Service Delivery, Strategic Planning, Team Player, Technical Strategy, Thought Leadership, Time Management, Training/Teaching, Tuition Fees, Vision Plan, Wealth Management
LOCATION
Pittsburgh, PA
POSTED
12 days ago
Benefits:
  • Retirement Plan
  • Life Insurance
  • Health Savings Account
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Employee discounts
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Training & development
  • Tuition assistance
  • Vision insurance

JKS Financial: Wealth Management Advisor
Position: Lead Advisor
Location: Pittsburgh, PA
Type: Full-Time, In-Person
Salary: Competitive, commensurate with experience


Job Summary:
JKS Financial is a growing wealth management practice built on a culture of teamwork, development, and purpose. We believe in developing people as much as we develop business. Our team partners with individuals, families, and business owners to help clients build lasting financial security through comprehensive planning and investment strategies. 

JKS Financial is looking for an autonomous and competitive, self-driven person who likes challenges and achieving big goals. As a Lead Advisor, you will be instrumental in challenging the status quo and leading the charge in financial strategy and client relations. You will deliver personalized, strategic advice to high-net-worth clients while playing a pivotal role in the growth and development of our advisory team.

Responsibilities:
  • Client Management: Build and maintain strong relationships with clients by understanding financial goals, providing guidance, and delivering personalized service.
  • Strategic Planning: Develop and implement comprehensive financial strategies for each client, focusing on long-term wealth accumulation, risk management, and financial security.
  • Leadership: Lead by example through professionalism, accountability, and a commitment to excellence while fostering collaboration.
  • Business Development: Drive growth through new client relationships, expanding professional networks, and generating referrals.
  • Problem Solving: Analyze complex financial situations and develop thoughtful, strategic solutions that help clients navigate challenges and achieve financial objectives.
  • High-Performance Environment: Thrive in a fast-paced, results oriented setting that encourages continuous improvement, goal achievement, and professional growth.
  • Thought Leadership: Demonstrate expertise by sharing insights, staying informed on industry trends, and providing knowledgeable guidance that positions the advisor as a trusted resource for clients.
  • Compliance: Adhere to regulatory requirements and firm policies while maintaining the highest standards of integrity, ethics, and transparency in all client interactions and financial recommendations.
Qualifications:
  • Education: Bachelor’s degree in sales, finance, economics, business, or a related field. MBA preferred.
  • Experience: Minimum of 5+ years’ experience in financial services or client-facing roles, with a proven track record of success.
  • Certifications: Obtain or hold relevant licenses and certifications. Series 7, 63, 65, or 66 licenses, Life, Accident & Health license and/or CFP preferred.
  • Traits & Skills: Relationship-driven and strong communication skills. Self-motivated, resilient, and entrepreneurial. Financial planning and analytical skills, along with time management & organizational skills. Ability to prospect for new leads required.
What We Offer:
  • Competitive Compensation: Earn a compensation package designed to reward performance, including competitive salary, opportunities for commissions and bonuses, and long-term income growth as your client base expands.
  • Professional Growth: Benefit from ongoing training, mentorship, and development opportunities that help build expertise, grow your practice, and advance your career.
  • Innovative Environment: Work in a forward-thinking environment that embraces modern financial planning strategies, technology, and collaborative ideas to better serve clients and support advisor success.
  • Comprehensive Benefits: Access a robust benefits package; health, dental, & vision insurance, as well as 401k contributions, and PTO to support your personal and professional well-being.
  • Impact: Make a meaningful difference by helping individuals, families, and business owners make confident financial decisions and build long-term financial security.

About the Company

J

JKS Financial

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