Job Description
Join Pittsburgh's premier wealth management firm as a Financial Advisor and transform lives through strategic financial planning. We're seeking driven professionals to build client portfolios while achieving personal career milestones in one of America's most vibrant financial hubs. Our comprehensive training program and uncapped commission structure empower advisors to exceed earning potential while making tangible community impact.
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain robust client relationships through proactive portfolio management
- Identify cross-selling opportunities for investment products, insurance, and retirement solutions
- Stay current with market trends and regulatory changes (FINRA Series 7/66 required)
- Collaborate with internal teams to deliver seamless client experiences
- Drive business development through networking and referral programs
- Maintain compliance with SEC/FINRA regulations and firm policies
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- FINRA Series 7 and 66/63/65 certifications
- Minimum 3 years financial services experience with proven track record
- Exceptional communication and presentation skills
- CFP or CFA designation preferred
- Strong analytical abilities with attention to detail
- Pittsburgh regional market knowledge preferred
- Valid Pennsylvania securities license