Job Description
Join Pittsburgh's premier wealth management team as a Financial Advisor! We're urgently seeking motivated professionals to help clients achieve financial independence through personalized investment strategies, retirement planning, and risk management solutions. Our collaborative environment offers industry-leading training, cutting-edge technology platforms, and unlimited growth potential.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through proactive communication
- Analyze market trends to optimize investment portfolios
- Ensure compliance with FINRA regulations and firm policies
- Leverage CRM systems to track client goals and progress
- Collaborate with portfolio managers for complex financial strategies
- Present investment recommendations to clients during quarterly reviews
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63/65 licenses required
- 3+ years experience in financial advisory or wealth management
- Proven track record in client acquisition and retention
- Advanced knowledge of retirement planning and investment vehicles
- Strong analytical skills with attention to regulatory compliance
- Excellent presentation and negotiation abilities