Job Description
Join Pinnacle Wealth Partners as a Financial Advisor and transform your career with unmatched flexibility. We empower advisors to build client portfolios while maintaining work-life balance through customizable schedules. Our Pittsburgh-based team thrives on innovation, offering comprehensive training and cutting-edge resources to help you excel in financial planning, investment management, and client relationship building. Enjoy a competitive compensation structure with uncapped earning potential and join a culture that values both professional growth and personal well-being.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, and estate planning
- Build and maintain a robust client network through strategic outreach and relationship management
- Analyze market trends and financial data to optimize client portfolios
- Stay current with industry regulations and compliance requirements
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Leverage CRM tools to track client interactions and business development metrics
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- FINRA Series 7, 66, and state insurance licenses required
- 3+ years of financial advisory or wealth management experience
- Proven track record in client acquisition and portfolio management
- Exceptional communication skills with ability to explain complex concepts
- Proficiency in financial planning software and CRM platforms
- Self-motivated with strong time management in flexible work environments