Job Description
Join Pittsburgh's premier wealth management firm as a Financial Advisor with unprecedented schedule flexibility! We empower professionals to achieve work-life balance while building rewarding careers in finance. Our hybrid model combines remote collaboration with optional in-office engagement at our downtown Pittsburgh headquarters.
Why Choose WealthBridge? • Industry-leading training and CFP support • Cutting-edge digital tools for client management • Competitive commission structure • Health benefits for part-time employees (20+ hrs/week)
Responsibilities
- Develop personalized financial plans for clients across retirement, investments, and estate planning
- Build and maintain client relationships through regular portfolio reviews and market insights
- Utilize CRM systems to track client progress and identify new service opportunities
- Collaborate with our team of tax and legal professionals for comprehensive solutions
- Stay current with SEC/FINRA regulations and industry best practices
- Attend optional quarterly in-person workshops and networking events
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65/66 or ability to obtain within 90 days
- 3+ years experience in financial services or client advisory role
- Exceptional communication and presentation skills
- Proven ability to build trust with diverse client demographics
- Strong analytical skills for financial modeling and risk assessment
- Self-motivated with ability to work independently in flexible environment