Careers at Masis Staffing Solutions

Associate Financial Advisor

Pittsburgh, PA

Our client is a fast-growing, well-established wealth management firm headquartered in Pittsburgh. They currently have over $2.5 billion in assets under management for over 1,000 private households. This is an Associate Financial Advisor role designed as a structured development opportunity with a clear path to promotion into a full Financial Advisor position within 6–18 months based on performance and professional readiness.

Associate Financial Advisor Responsibilities:

• Client Support & Advisory Development: will work closely with senior advisors to support existing client relationships, participate in client meetings, and develop advisory capabilities without the requirement to independently build a book of business.
• Client Advice: will collaborate with lead advisors to deliver personalized wealth management services, including investment analysis, retirement planning support, and portfolio strategy discussions.
• Client Reviews and Retention: will assist in managing and progressively take ownership of the client review process within the firm’s Client Relationship Management system (Salesforce), ensuring accurate documentation and proactive follow-up.
• Financial Planning: will prepare and help present comprehensive financial plans using the firm’s interactive planning software (MoneyGuidePro), gaining increased autonomy over time.
• Professional Development: will participate in structured mentoring, licensing support, and defined performance milestones intended to prepare the individual for transition into a full Financial Advisor role within 6–18 months.

Associate Financial Advisor Requirements:

• Bachelor’s Degree required; CFP®, CFA, or active pursuit of professional designation preferred.
• 2–3 years of experience in one or more private client disciplines (banking, investment, trust, or financial planning) preferred.
• Strong analytical, communication, and client relationship skills with demonstrated interest in growing into a lead advisory role.
• Possession of a Series 65 License, knowledge of Salesforce and/or MoneyGuidePro are desired, but not required.

Associate Financial Advisor Compensation:

• $75K – $85K salary dependent on experience
• Bonuses based on performance
• Comprehensive benefits package

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Masis Staffing is committed to providing a workplace free of discrimination, harassment, and retaliation. We are an equal opportunity employer. Applicants, employees, and former employees are protected from employment discrimination based on race, color, religion, sex (including pregnancy, sexual orientation or transgender status), national origin, aids (40 or older), veteran status, disability and genetic information (including family medical history).