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Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Focus Partners Wealth

Associate Wealth Advisor

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The firm provides established marketing systems, qualified warm leads, and a structured training program, allowing you to focus on developing relationships and growing the business without relying on cold calling or bringing an existing book of business. An established and growing wealth management firm is seeking a driven, personable, and results-oriented Senior Wealth Advisor to lead business development efforts in its expanding Pittsburgh office.

Advisor Talent Solutions

Senior Wealth Advisor - Pittsburgh, PA

You will be responsible for: Relationship Management & Wealth Planning: Serve as the primary advisor for high-net-worth individuals, families, business owners, and institutions by delivering comprehensive wealth planning, investment management, estate planning, insurance, and business succession strategies. From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

Citizens & Northern Bank

Senior Wealth Advisor

As part of the Somerset Trust Team, it is the expectation that all employees provide exceptional customer service to both internal and external customers, foster positive, respectful collaboration with colleagues across the organization, and uphold the values of the company (Service, Fairness, Honesty). Develop- As a Wealth Advisor with STC Wealth Management your goal is to build and grow a book of business through financial planning and Investment management.

Somerset Trust Company

Wealth Advisor - Fayette County

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Wealth Advisor - Cambria County

Wealth Advisor - Somerset County

Wealth Advisor - Westmoreland County

Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.

Mercer Advisors

Wealth Advisor (Radnor, PA)

We’re looking for a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful advice, building lasting client connections, and helping individuals, families, and institutions achieve their long-term financial goals. At Girard, backed by the strength and stability of Univest Financial, we help clients navigate life’s financial complexities with confidence through personalized wealth management, investment guidance, and financial planning.

Univest Financial Corporation

Wealth Advisor

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The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning and investment strategies.

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Cerity Partners LLC

The Wealth Advisor is an essential part of the Smithfield Trust, an affiliate of Waverly Advisors, team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. Builds a strong wealth management acumen with an understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.

Waverly Advisors

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Advanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*

Truist Bank

As a key member of the leadership team, the AMD plays a pivotal role in attracting experienced financial advisors, supporting successful advisor transitions, and helping advisors maximize their long-term success and productivity with Prudential Advisors. Working in collaboration with recruiting professionals, the AMD engages prospective advisors and teams, builds trusted relationships, and helps candidates evaluate the strategic and economic benefits of joining Prudential Advisors.

Prudential Capital Group LP

Associate Managing Director - Prudential Wealth Advisors

Please review the following job description: Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships. Typically manages a portfolio of medical physicans or attorneys with total loans and deposits of more than $45MM.

Truist Financial Corp

Wealth Advisor - Healthcare

The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

Citizens Financial Group Inc

Virtual Wealth Advisor - Greater Philadelphia, PA

Please review the following job description: Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Truist Financial Corporation

Wealth Advisor - Healthcare Services

Prudential Financial Inc

Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications.

Wealth Management Advisor Jobs in Pennsylvania

Associate Wealth Advisor Focus Partners Wealth

Senior Wealth Advisor - Pittsburgh, PA Advisor Talent Solutions

Senior Wealth Advisor Citizens & Northern Bank

Wealth Advisor - Fayette County Somerset Trust Company

Wealth Advisor - Cambria County Somerset Trust Company

Wealth Advisor - Somerset County Somerset Trust Company

Wealth Advisor - Westmoreland County Somerset Trust Company

Wealth Advisor (Radnor, PA) Mercer Advisors

Wealth Advisor Univest Financial Corporation

Wealth Advisor Cerity Partners LLC

Associate Wealth Advisor Waverly Advisors

Wealth Advisor Truist Bank

Associate Managing Director - Prudential Wealth Advisors Prudential Capital Group LP

Wealth Advisor - Healthcare Truist Financial Corp

Virtual Wealth Advisor - Greater Philadelphia, PA Citizens Financial Group Inc

Wealth Advisor - Healthcare Services Truist Financial Corporation

Wealth Advisor - Healthcare Truist Financial Corporation

Associate Managing Director - Prudential Wealth Advisors Prudential Financial Inc

Wealth Advisor - Healthcare Services Truist Bank

Wealth Advisor - Healthcare Truist Bank

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