Financial Advisor

Job Description Financial Advisor $ 100,000.- $150,000 [ Could be Higher depending on Portfolio] Needs in several offices- NY/NJ ; Florida ; Phila; Pittsburgh . Financial Advisor We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses .

RESPONSIBILITIES

Developing comprehensive, fee-based personal financial plans for individuals and families. Providing various investment advisory services including proposal development, asset allocation modeling, etc. Some trading and rebalancing of client portfolios. Meeting with clients individually or on a team basis with a partner to review financial and investment plans. Responding to various client service requests throughout the year. Helping the firm grow through acquisition of new clients and retention of existing clients.

QUALIFICATIONS

Bachelor’s Degree in business or finance. 4+ years’ experience as a personal financial advisor/planner Industry related professional designations such as CFP preferred The ideal candidate will possess the Series 65 & insurance licenses This individual will be highly motivated with a strong desire to succeed. Excellent organizational, communication, interpersonal, and computer skills required.

BENEFITS WE OFFER:

Competitive Compensation Lucrative New Business & Employee Referral Bonuses Anniversary Bonus Open Paid-time-off policy for professional staff We provide a flexible work environment to offer work/life balance. 401(k) plan with company match and profit sharing Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 10.5 Paid holidays Disability Insurance Tuition Reimbursement Annual Performance Reviews General Location Pittsburgh, PA Job Type Direct Hire Remote Hybrid Total Openings 5 Education Years Of Experience 4 - 20 years Guarantee 30 Days Compensation $100,000 - $150,000 Per Year Advertised Compensation $100,000 - $150,000 Per Year Fee 25.00% Full Benefits Yes Relocation Expenses Unspecified Interview Expenses Unspecified Tags & Codes Industries Finance and InsuranceOther Financial Investment ActivitiesSecurities and Commodity Contracts Intermediation and BrokerageSecurities and Commodity Exchanges Occupation Codes Business and Financial Operations OccupationsPersonal Financial Advisors Working Job Actions Search for Candidates Email Potential Candidates Copy Careers Page Link Share Candidate for Job Search Jobs with this Title My Agency's Comments There are no Agency Comments for this record. What's This? Candidate Outbox Name Date Shared Shared By Last Network Activity Action Jakub Kubrak 7/19/25

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Hani Mussa TEN Share 7/19/25 at 6:25 AM Jared Fischer 7/15/25

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