Associate Advisor
CFS
Pittsburgh, PA
ASSOCIATE ADVISOR
Pittsburgh, PA
$90,000- $135,000 + Bonus
Our client, a growing and reputable investment firm, is seeking an Associate Advisor to join their team. This role is an excellent opportunity for someone looking to build a long-term career in wealth management and financial advising.
About the Role:
As an Associate Advisor, you will support senior financial advisors in delivering exceptional service to clients. You’ll assist with client relationship management, financial planning preparation, investment research, and operational support. This is a great opportunity for someone who wants to learn the business from the ground up and eventually grow into an advisor role.
OVERVIEW OF THE ASSOCIATE ADVISOR ROLE:
- Assist financial advisors with client meetings, including preparation of financial plans, investment reports, and follow-up tasks
- Support client relationship management through proactive communication and service
- Conduct investment research and stay current with market trends and product offerings
- Handle account administration, new account setup, transfers, and documentation
- Collaborate with operations and compliance teams to ensure accuracy and adherence to regulatory standards
- Participate in ongoing training and professional development
- Bachelor’s degree in Finance, Accounting, Economics, or related field (required)
- 1–3 years of experience in financial services, banking, or investments preferred\
- Series 7 and 66 (or willingness to obtain within a set timeframe)
- Strong analytical, organizational, and communication skills
- Proficiency with Microsoft Office; CRM or portfolio management software experience a plus
- Desire to build a career in wealth management/advisory services
MaxSalary: USD135000
MinSalary: USD90000
About the Company
CFS
Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.
CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.
Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.