Top 17 Wealth management associate Jobs in Pittsburgh, Pa

Trading Associate
4Rivers Wealth Management —Pittsburgh, PA
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
5d
PNC Wealth Management Development Program Associate
PNC Financial Services Group —Pittsburgh, PA
- Full-time
- Office
- Business development
- Bachelor's degree
- Wellness program
- Health savings account
13d
Trader Associate - PNC Wealth Management
PNC Financial Services Group —Pittsburgh, PA
- Full-time
- Mid-level
- Office
- 4 years
- Wellness program
- Health savings account
Registered Private Wealth Client Associate
Bank of America —Pittsburgh, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
11d
2027 | Americas | Pittsburgh | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Pittsburgh, PA
- Full-time
- Mid-level
- 2 years
2d
Wealth Management Client Associate
Bank of America —Pittsburgh, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Financial Advisory - Wealth Planning Associate
Kestra Financial —Pittsburgh, PA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- 401(k)
Quick Apply
Associate Financial Advisor
Robert W. Baird —Pittsburgh, PA
- Data analysis skills
- Research
- Mid-level
3d
Associate Wealth Advisor -Pittsburgh, PA
RK Partners —Pittsburgh, PA
- $67,500 - $85,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor Associate - Pittsburgh, PA & New Castle, PA
Janney Montgomery Scott LLC —Pittsburgh, PA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Paid time off
Associate Retirement Plan Advisor
Schneider Downs & Co., Inc. —Pittsburgh, PA
- Hybrid work
- Research
- Mid-level
- Finance
- Profit sharing
- Paid holidays
3h
Investment Manager - Product Research Associate III - PNC Wealth Management
PNC Financial Services Group —Pittsburgh, PA
- Full-time
- Writing skills
- Office
- 3 years
- Wellness program
- Health savings account
Wealth Management Tax Services Senior Associate
PwC —Pittsburgh, PA
- $77,000 - $214,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance

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PNC Wealth Management Development Program Associate
PNC Financial Services Group —Pittsburgh, PA
FINRA Series 7 and 66 (or 65 and 63), and relevant state Life & Health Insurance licenses required, (must be obtained within 180 days post hire).
13d
Asset Management Group Development Program Analyst/Associate
PNC Financial Services Group —Pittsburgh, PA
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$39,100 - $126,500 a year
13d

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Associate Financial Advisor
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Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
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Associate Financial Advisor
Jambalaya Group —Worthington, OH
This position is ideal for someone who has financial services experience and wants to develop their advisory skills without the immediate pressure to build a…
$75,000 - $90,000 a year
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Trading Associate

4Rivers Wealth Management -
Pittsburgh, PA

Quick Apply

Job Details

Full-time
$75,000 - $85,000 a year
5 days ago

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance
Paid sick time

Qualifications

Teamwork
Attention to detail
Client services
Cash management
Technical Proficiency
Time management

Full Job Description

Trading Associate

About 4Rivers Wealth Management

4Rivers Wealth Management is a growing independent wealth management firm dedicated to helping clients achieve long-term financial success through thoughtful investment management and exceptional service. We believe in accountability, curiosity, teamwork, and following through on our commitments. Our collaborative culture encourages continuous learning, operational excellence, and professional growth while maintaining a healthy work-life balance.

We are seeking a highly motivated and detail-oriented Trading Associate to join our investment team.

Position Summary

The Trading Associate plays a vital role in supporting portfolio management, trading operations, and investment execution across client accounts. This position is responsible for accurately executing trades, assisting with portfolio rebalancing, managing incoming cash flows, maintaining trading documentation, and ensuring efficient day-to-day investment operations.

The ideal candidate enjoys working in a fast-paced, detail-driven environment where accuracy, accountability, and continuous improvement are essential. While this position primarily focuses on trading and investment operations, the successful candidate will collaborate closely with advisors, portfolio managers, custodians, and internal team members to support exceptional client outcomes.

This role offers significant long-term career growth.

Key Responsibilities

Execute equity, ETF, mutual fund, and fixed-income trades accurately and efficiently across client portfolios
Support portfolio rebalancing activities to maintain investment objectives and model allocations
Invest incoming client deposits and manage cash movements according to established portfolio strategies
Monitor accounts for tax loss harvesting opportunities, cash needs, exceptions, and operational issues
Research and resolve trade-related questions, account discrepancies, and operational exceptions
Maintain complete and accurate trading documentation while ensuring compliance with regulatory requirements and internal policies
Prepare, review, and verify account and transaction information for accuracy
Utilize portfolio management and trading platforms, including WealthPort or similar systems, to execute and monitor trading activity
Generate reports and provide investment operations support as needed
Collaborate with advisors, portfolio managers, and operations staff to ensure timely execution of investment-related activities
Identify opportunities to improve trading workflows, technology utilization, and operational efficiency
Continue developing knowledge of investment markets, trading practices, portfolio management, and industry regulations

Qualifications

Required

3–5+ years of experience in investment trading, portfolio administration, wealth management, or investment operations
Exceptional attention to detail with a strong commitment to accuracy
Strong analytical and problem-solving skills
Excellent organizational and time-management abilities with the capacity to manage multiple priorities
Ability to work independently while contributing effectively within a collaborative team environment
Strong technology aptitude and ability to quickly learn new systems
Excellent written and verbal communication skills
High level of professionalism, accountability, and ownership

Preferred

Experience working in an RIA or wealth management firm
We are fiduciaries and fee-only. The ideal candidate will have a Series 65 license, or willingness to obtain one in the future.
Experience with WealthPort, Black Diamond, or similar portfolio management and trading platforms is a benefit.
Knowledge of portfolio rebalancing, investment operations, and capital markets
Client service or investment support experience

What We're Looking For

The ideal candidate:

Takes ownership of responsibilities and consistently follows through
Thrives in a detail-oriented environment where precision matters
Demonstrates sound judgment and strong critical-thinking skills
Is proactive, resourceful, and continuously seeks ways to improve processes
Learns new technology quickly and enjoys solving operational challenges
Maintains composure while managing multiple priorities in a deadline-driven environment
Works well independently while collaborating effectively with colleagues

Schedule

Full-time
Monday through Friday
Typical hours: 8:30 a.m. – 4:30 p.m. Eastern
Flexibility to support trading activity before market open when necessary

Compensation & Benefits

We offer a competitive compensation package based on experience and qualifications, along with a comprehensive benefits program that includes:

Medical, Dental, and Vision Insurance
401(k) retirement plan
Paid Time Off
Paid Holidays
Professional development opportunities
Collaborative and supportive team environment
Long-term career growth within investment management

Work Location

We are open to qualified candidates in the following work arrangements:

In-office (Green Tree- Pittsburgh area)
Hybrid
Remote for experienced candidates with a proven background in investment trading and portfolio operations

If you're a detail-oriented investment professional who enjoys trading, portfolio operations, and continuous improvement, we'd love to hear from you. Join 4Rivers Wealth Management and help us deliver exceptional investment management while building a rewarding long-term career.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and 4Rivers Wealth Management are not affiliated.

Pay: $75,000.00 - $85,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid sick time
Paid time off
Professional development assistance
Vision insurance

Application Question(s):

Do you have at least three years of professional experience executing investment trades and/or supporting portfolio operations within a wealth management, RIA, brokerage, or investment management environment?

Work Location: In person

Quick Apply

Refine Your Search

wealth management associate jobs in pittsburgh, pa

Trading Associate

PNC Wealth Management Development Program Associate

Trader Associate - PNC Wealth Management

Registered Private Wealth Client Associate

2027 | Americas | Pittsburgh | Wealth Management, Private Wealth Management | New Associate

Wealth Management Client Associate

Financial Advisory - Wealth Planning Associate

Associate Financial Advisor

Associate Wealth Advisor -Pittsburgh, PA

Financial Advisor Associate - Pittsburgh, PA & New Castle, PA

Associate Retirement Plan Advisor

Investment Manager - Product Research Associate III - PNC Wealth Management

Wealth Management Tax Services Senior Associate

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