Financial Advisor Position

Outstanding opportunity for a next generation financial advisor to join a seasoned investment and financial
planning team located 1910 Cochran Rd Pittsburgh PA. This is a chance to work with a successful team of
advisors leading an independent RIA. We are looking for a detail-oriented and ethical professional with an
entrepreneurial attitude to join our winning team.

Required Qualifications

• Series 65 or a combination of a Series 66 and 7
• Minimum 2 years experience with either an RIA or Broker Dealer
• Experience with portfolio management, financial planning and tax strategies
• Proficiency with Office 365 suite
• Desire and ability to work successfully in a small company environment
• Ability to develop and use social media to build relationships

What We Offer

• Entrepreneurial minded owners
• Possible succession opportunity
• Family centered and collegial environment
• Administrative support
• Competitive salary commensurate with experience
• Retirement, Health, and Paid Time Off benefits

Responsibilities
Advisor can expect to focus their work in the following areas:
Business development through centers of influences, personal connections, and some forms of social
media connections.

• Develop and implement new marketing strategies.
• Client onboarding: data gathering, presenting investment portfolios and financial plans.
• Client servicing: oversee account set up, portfolio changes and reviews.
• Client relationship management including ongoing and regular client contact and communications.