Job Description
Join WealthBridge Financial Partners, a leading wealth management firm in Pittsburgh, and transform your financial expertise into a rewarding career with flexible scheduling. We're seeking passionate Financial Advisors to serve clients in the greater Pittsburgh area with adaptable hours that work around your lifestyle. Enjoy competitive compensation, comprehensive training, and a supportive environment focused on client success. Why Choose Us?
- Industry-leading commission structure with uncapped earning potential
- Hybrid work model with remote flexibility
- CE reimbursement and professional development stipends
- Exclusive access to proprietary investment platforms
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain client relationships through regular portfolio reviews
- Analyze market trends to optimize investment strategies
- Conduct educational workshops on financial literacy topics
- Collaborate with cross-functional teams on complex wealth management solutions
- Meet quarterly performance metrics for client acquisition and retention
- Stay current with regulatory changes and industry best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- FINRA Series 7, 66, and state insurance licenses
- 3+ years of financial advisory experience with client-facing roles
- Proven track record in retirement planning and investment management
- Exceptional communication and presentation skills
- CFA or CFP designation highly desirable
- Ability to work independently with flexible scheduling requirements
- Pittsburgh area residency preferred