Job Description
Join Pittsburgh's premier wealth management firm as we expand our advisory team! WealthForge Partners is urgently seeking passionate Financial Advisors to help clients achieve financial independence through personalized investment strategies. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment in the heart of downtown Pittsburgh.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through regular portfolio reviews
- Analyze market trends to recommend optimal investment opportunities
- Present complex financial concepts in clear, actionable advice
- Collaborate with internal teams for tax-efficient wealth management solutions
- Meet quarterly revenue targets while maintaining fiduciary standards
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 & 66/65 licenses (required)
- 3+ years of client-facing financial advisory experience
- Strong analytical and presentation skills
- Certified Financial Planner (CFP) designation preferred
- Proven track record in portfolio management and client acquisition