Broker Check

Financial Advisor Position

Job Summary

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.

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