What are the responsibilities and job description for the Associate Wealth Advisor position at TCP Asset Management?
Job Title: Associate Wealth Advisor
Location: Greensburg, PA
Job Type: Full-time
Experience Level: Entry-Level / Mid-Level
Compensation: Commensurate with experience
About Us
TCP Asset Management is a Registered Investment Advisory wealth management firm dedicated to providing personalized financial planning and investment strategies for individuals, families, and business owners. We pride ourselves on our being a Fiduciary centered on the client experience.
Role Summary
We’re seeking a motivated and detail-oriented Associate Wealth Advisor to support our lead advisors in delivering exceptional financial advice and service to our clients. This is a great opportunity for someone looking to grow into a client-facing advisory role while learning from experienced professionals in a dynamic and supportive environment.
Key Responsibilities
· Support lead advisors with client meeting preparation, follow-ups, and ongoing service
· Assist in building and updating financial plans using financial planning software
· Conduct investment research and portfolio reviews
· Help manage client onboarding, account openings, and administrative tasks
· Participate in client meetings and eventually begin managing relationships under supervision
· Ensure all CRM and client documentation is up-to-date and compliant
· Collaborate with internal teams to ensure seamless client experiences
Qualifications
· Bachelor’s degree in finance, business, Economics, or related field
· Holds securities licenses or willingness to obtain
· 1–3 years of experience in financial services or wealth management (internships count)
· Strong analytical, organizational, and communication skills
· Proficiency in Microsoft Office; experience with financial planning software is a plus
· Client-focused mindset with a high level of integrity and professionalism
What We Offer
· Competitive salary and bonus potential
· CFP® sponsorship, Licensing exams and ongoing professional development
· Health, dental, PTO, and retirement benefits
· Collaborative team environment and career growth opportunities
How to Apply
Please submit your resume and a brief cover letter outlining your interest in the role to merny@tcpasset.com with the subject line: Associate Wealth Advisor Application – [Your Name].