Networth Advisors · 1 day ago
Client Services Advisor
Canonsburg, PA
Full-time
Onsite
Entry, Mid Level
2+ years expNetworth Advisors is a well-established and client-focused financial advisory firm dedicated to helping individuals and families build, manage, and preserve their wealth. They are seeking a motivated and relationship-driven Client Services Advisor to nurture client relationships, deliver financial advice, and support clients in achieving their financial goals.
AdviceFinanceFinancial ServicesWealth Management
Responsibilities
Provide comprehensive financial planning and investment advice to an established book of approximately 100 households
Build trust and deepen relationships through regular client communication and portfolio reviews
Identify and pursue opportunities for expanding client relationships and increasing assets under management
Collaborate with internal team members and support staff to ensure seamless client service
Stay informed on industry trends, investment strategies, and regulatory changes
Qualification
Required
Strong interpersonal and communication skills
Goal-oriented with a passion for helping others succeed financially
Self-motivated, organized, and committed to ethical financial practices
Preferred
Series 65 preferred
Life and Health Insurance license preferred
2+ years of experience in a client-facing financial advisory role strongly preferred
Benefits
Health Insurance
401k after 90 days
PTO
Trip Incentives
Company
Networth Advisors
Networth Advisors is a financial service company that provides financial planning and wealth management services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase