Job Description
Join Pittsburgh's premier wealth management firm as a Financial Advisor! We're urgently seeking passionate professionals to help clients achieve financial independence through personalized investment strategies, retirement planning, and risk management. Our award-winning team provides comprehensive training, industry-leading tools, and a collaborative environment designed for your success. Enjoy uncapped earning potential, health benefits, and career advancement opportunities in one of America's most vibrant financial hubs.
Responsibilities
- Develop and implement customized financial plans for high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews
- Analyze market trends to optimize investment portfolios across diverse asset classes
- Conduct retirement planning, estate planning, and risk assessments
- Collaborate with internal teams to deliver seamless client experiences
- Meet/exceed quarterly sales and client acquisition targets
- Stay current on FINRA regulations and industry certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 & 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial services/advisory experience
- Proven track record in client acquisition and retention
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- CFP or CFA designation preferred
- Pittsburgh market experience highly valued