Job Description
Join Pittsburgh's premier wealth management firm and transform lives through financial expertise. WealthBridge Financial Partners seeks a dynamic Senior Financial Advisor to build a client portfolio in one of America's fastest-growing financial hubs. Enjoy uncapped earning potential, comprehensive benefits, and mentorship from industry leaders. This urgent opening requires immediate availability to serve high-net-worth clients in the Pittsburgh metro area.
Responsibilities
- Develop and execute comprehensive financial plans for 50+ high-net-worth clients
- Drive client acquisition through strategic networking and referral programs
- Manage investment portfolios exceeding $50M in assets under management
- Conduct quarterly portfolio reviews and market trend analysis
- Collaborate with tax and legal specialists for integrated wealth solutions
- Mentor junior advisors on client relationship management
- Utilize proprietary CRM platform for client lifecycle management
Qualifications
- FINRA Series 7, 66/63, and state insurance licenses required
- CFA or CFP designation preferred
- 5+ years experience in financial services with $25M+ AUM
- Proven track record in client acquisition and retention
- Expertise in retirement planning, estate strategies, and investment analysis
- Strong presentation skills for client workshops and seminars
- Proficiency in financial planning software (MoneyGuidePro, eMoney)