Wealth Advisor; CFP): Holistic Planning
Job in
Pittsburgh, Allegheny County, Pennsylvania, 15289, USA
Listed on 2026-02-12
Listing for:
SearchTower
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A community bank in Pennsylvania is seeking an experienced Wealth Advisor (CFP®) to join their wealth management team. This role requires at least 5 years of client-facing advisory experience and strong communication skills. Responsibilities include creating comprehensive wealth plans, building long-term client relationships, and coordinating various financial strategies. The position offers competitive compensation, opportunities for professional growth, and a collaborative work environment.
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