Associate Advisor

Associate Advisor at Creative Financial Staffing (CFS) summary :

The Associate Advisor supports Financial Advisors by preparing client materials, assisting with investment management, tax, and estate planning for high-net-worth clients. This role requires collaboration with tax and legal advisors to provide comprehensive financial strategies and manage client portfolios' risks. Candidates should have a Bachelor's degree, CPA or CFE preferred, Series 65 / 66 certification, and strong analytical skills with 5+ years of relevant experience.

Job Title : Associate Advisor

Location : Pittsburgh, PA

Salary : $90,000-$135,000 + Bonus

Education / Certifications : Bachelor's degree required; CPA or CFE preferred; Series 65 / 66 required within 180 days of employment About the Role :

We are seeking a motivated and detail-oriented Associate Advisor to support our Financial Advisor team. This role is ideal for someone with a strong accounting or forensic background who is ready to step into wealth management, focusing on high-net-worth clients and supporting investment management, tax, and estate planning strategies. Key Responsibilities :

• Act as the primary support and back-up to the Financial Advisor.
• Prepare client materials, presentations, and portfolio reviews.
• Collaborate closely with tax and legal advisors to deliver holistic financial strategies.
• Assist in risk assessment and management for client portfolios.
• Support client relationship management, focusing on assets under management (AUM) and high-net-worth clients.

Qualifications :

Why Join Us :

#LI-HM2

#INSEP2025

Id : EB-

Keywords :

financial advising, wealth management, high-net-worth clients, investment management, tax planning, estate planning, portfolio review, risk management, CPA, Series 65