Job Description
Join Pittsburgh's premier wealth management firm as we expand our advisory team! WealthBridge Financial Partners is urgently seeking dynamic Financial Advisors to serve high-net-worth clients in the Greater Pittsburgh area. This is your opportunity to build a rewarding career while transforming lives through strategic financial planning. Our comprehensive training program, robust client acquisition support, and uncapped earning potential set you up for success from day one. Apply today to become part of our award-winning team!
Responsibilities
- Develop comprehensive financial plans for 25-30 high-net-worth clients
- Manage $50M+ investment portfolios across diverse asset classes
- Drive new client acquisition through networking and referral programs
- Conduct quarterly portfolio reviews and performance analysis
- Coordinate with estate planning attorneys and tax specialists
- Maintain FINRA Series 7, 66, and state insurance licenses
- Utilize CRM platform to track client interactions and opportunities
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience with proven track record
- Active FINRA Series 7 & 66 licenses (or ability to obtain immediately)
- Strong network of HNW individuals in Pittsburgh metro area
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and presentation skills
- Proficiency in financial planning software (MoneyGuidePro, eMoney)
- Ability to achieve $250K+ annual production targets