Location
Sewickley, PA, United States
Posted
July 09, 2026
Job Description
The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include: data gathering, modeling, case design, scenario building, and plan and presentation development.
Essential Duties and Responsibilities
+ Support Lead Advisor with analysis, client service, and technical assistance
+ Learn the technical aspects of the Advisor position and prepare to service clients independently
+ Manage data and plans in financial planning software
+ Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
+ Analyze asset allocation and generation rebalancing trades
+ Research investment managers, services, products and pricing
+ Understand and leverage the resources available at the Broker Dealer to the fullest extent
+ Commitment to culture r...
Essential Duties and Responsibilities
+ Support Lead Advisor with analysis, client service, and technical assistance
+ Learn the technical aspects of the Advisor position and prepare to service clients independently
+ Manage data and plans in financial planning software
+ Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
+ Analyze asset allocation and generation rebalancing trades
+ Research investment managers, services, products and pricing
+ Understand and leverage the resources available at the Broker Dealer to the fullest extent
+ Commitment to culture r...