Investment Advisor III

Location: In-office in Pittsburgh, Pennsylvania, United States

Company

Financial services organization providing private banking, investment management, and client advisory services.

What you will do

• Manage client accounts according to established investment objectives.
• Provide actionable investment advice, market insight, and performance reporting.
• Apply complex investment and asset management strategies.
• Maintain and grow assets under management while supporting the expansion of financial services for clients.
• Execute risk management practices in accordance with company policies and procedures.

Requirements

• Bachelor’s degree or a comparable combination of education, certifications, and experience.
• 5+ years of industry-relevant experience.
• Knowledge of investment management, portfolio management, financial modeling, and investment consulting.
• Strong client relationship management, communication, decision-making, and critical-thinking skills.
• Ability to work in the Pittsburgh office; employment visa sponsorship and STEM OPT participation are not available.

Nice to have

• MBA, CFP, and/or CFA.

Culture & Benefits

• Inclusive, supportive in-office workplace focused on customer experience and employee contribution.
• Medical, prescription, dental, and vision coverage options.
• 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
• Paid parental leave, holidays, occasional absence days, and 15–25 vacation days depending on career level.
• Educational assistance, wellness programs, and dependent-care support.