Job Description
Join Pittsburgh's premier wealth management team as a Financial Advisor and transform your passion for finance into a rewarding career. We're seeking dynamic professionals to build client portfolios, deliver strategic financial guidance, and drive growth in Pittsburgh's thriving financial district. Enjoy uncapped earning potential, comprehensive benefits, and ongoing professional development in a collaborative environment.
Responsibilities
- Develop and execute personalized financial plans for high-net-worth clients
- Build and maintain robust client relationships through proactive communication
- Analyze market trends to optimize investment portfolios
- Drive business development through targeted networking and referrals
- Ensure compliance with FINRA regulations and firm policies
- Mentor junior advisors to foster team growth
- Utilize CRM systems to track client interactions and opportunities
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- FINRA Series 7, 66/65 licenses required
- 3+ years of financial advisory experience
- Proven track record in client acquisition and portfolio management
- Exceptional communication and presentation skills
- CFP or CFA designation strongly preferred
- Deep understanding of Pittsburgh regional market dynamics