Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowFirst seen 4 days ago

Associate Advisor

Financial Planner Recruiting, LLC28 open roles

Pay
$90,000 – $95,000 a year
Where
Pittsburgh, Pennsylvania, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowAssociate AdvisorFinancial Planner Recruiting, LLC · Pittsburgh, Pennsylvania, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Financial Planner Recruiting, LLC's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

Our client is a boutique wealth management firm located in Pittsburgh, PA. They are seeking an Associate Advisor to join their team. This person supports the advisory team in delivering ongoing service to clients by preparing for client meetings, assisting with planning-related tasks, and coordinating follow-up items. This role plays a key part in maintaining the day-to-day servicing needs of client relationships and ensuring internal processes are followed.

Essential Functions and Duties:

  • Supports the lead advisor in maintaining strong client relationships by assisting with day-to-day servicing needs, drafting client communication, capturing meeting notes, and creating and tracking action items.
  • Prepares and generates client review materials for assigned clients in alignment with firm standards.
  • Drafts and implements financial plans and action items under the supervision of the Lead/Senior Advisor.
  • Assists head of wealth planning with case studies and other education opportunities for the department.
  • Researches, creates and presents planning strategies (tax, estate, insurance and investment) and relays recommendations to advisors/clients as client situations arise.
  • Assists the Advisor with investment management strategies and works with the Investment Department to implement.
  • Participates in client meetings for delivering presentations, live planning, updates, note taking, and post meeting actions.
  • Works proactively in all facets of the role, consistently seeking out new opportunities to assist advisors in planning more effectively, maximizing data, defining best practices, and identifying high-impact activities.
  • Advanced understanding of financial planning software and scenario creation.
  • Ensuring all work is completed accurately and promptly.
  • Protects clients' rights by maintaining confidentiality of personal and financial information.
  • Performs tasks in a manner that displays a commitment to excellence, best practices, compassionate and superior customer service with every client and colleague.

Knowledge/Skills/Abilities:

  • Strong understanding of financial planning and advice.
  • Ability to communicate clearly internally and externally through verbal and written correspondence, especially in difficult client situations.
  • Strong client services skills with the ability to assess the needs of the client and take action when appropriate.
  • Deep understanding of industry compliance and ability to follow procedures.
  • Strong client services skills as it relations to relationship management.
  • Proven dependability by consistently being at work and on time and during scheduled hours, following instructions and procedures and leading by example.
  • Strong organization, prioritization and multi-tasking skills required.
  • Must have exceptional attention to detail.
  • Skilled in identifying and resolving administrative-related problems.
  • Skilled in preparing and maintaining records and responding to correspondence.
  • Ability to interpret, adapt and apply company policies and procedures.
  • Actively promotes and personally observes safety and security procedures and uses equipment and materials properly.
  • Ability to implement DiSC® communication styles within the team.

Experience/Education Requirements:

  • Bachelor's degree or equivalent experience.
  • Minimum of 5 years of experience in wealth management.
  • Series 7 and 66 are required but can be obtained on the job within the first six months.
  • CFP® required.
  • Insurance Licenses required (Accident and Health, Life and Fixed Annuities, Variable Life/Variable Annuity) and can be obtained on the job.
  • Additional designations or certifications may be required and can be obtained on the job.

Compensation and Benefits:

  • Salary ($90k-$95k+) plus bonus position.
  • Health, Dental, and Vision insurance.
  • Short and Long Term Disability
  • Lifeand Accidental Death
  • 401k with match
  • PTO policy
  • Paid Parking
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Financial Planner Recruiting, LLC's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Financial Planner Recruiting, LLC's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Financial Planner Recruiting, LLC's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.