Job Description
Join Pittsburgh's premier wealth management firm as a Senior Financial Advisor! We're seeking passionate professionals to transform lives through strategic financial planning. Enjoy competitive compensation, cutting-edge technology, and a collaborative culture that prioritizes your growth. Help clients navigate complex markets, build generational wealth, and achieve their dreams in one of America's most dynamic cities.
Responsibilities
- Develop comprehensive financial plans including investments, retirement, and estate strategies
- Cultivate and expand client relationships through personalized consultations
- Analyze market trends to optimize portfolio performance and risk management
- Present complex financial concepts in clear, actionable recommendations
- Collaborate with cross-functional teams on tax and legal solutions
- Maintain compliance with FINRA/SEC regulations and fiduciary standards
- Mentor junior advisors and contribute to firm-wide innovation initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and state insurance licenses required
- 5+ years of financial advisory experience with proven track record
- Exceptional communication and presentation skills
- Strong analytical abilities with data-driven decision making
- Certified Financial Planner (CFP) designation highly valued
- Demonstrated success in client acquisition and retention
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)