Wealth Advisor, Partner (CQ326)

Our Client is a Pittsburgh-based, financial planning practice building its next generation of leadership. This advisor will:

• Serve as a comprehensive financial planner for an "emerging affluent" client base — investments, life and disability insurance, and 529 planning


• Manage and grow an existing book of 270 client households, starting at 50-70% capacity


• Second-chair client meetings early on, then take full relationship ownership and new business development


• Mentor and develop other advisors as they advance toward equity partnership

We're looking for someone with 10+ years of experience in financial services, CFP preferred (or in progress), ready to step into an established practice rather than build one from scratch. Uncapped compensation tied to production, with equity partnership opportunity within 3-5 years.