Financial Advisor

Remote Financial Advisor (must be near Pittsburgh) | Base Salary: $75,000 - $150,000 + Performance Bonus + New Business Incentive + AUM Retention Bonus

About the Company

We are hiring an experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM.

About the Role

We’re hiring an experienced Financial Advisor for our Pittsburgh territory. The role is remote, but you must live within an hour of Pittsburgh. Success here depends on face-to-face relationships and real local presence, so this is a chance to own and grow a market, not to work from anywhere.

Responsibilities

• Drive organic business development through networking, COI relationships, and community presence
• Service and retain existing client relationships within your territory
• Build and deliver comprehensive financial plans, leading client meetings from start to finish
• Collaborate with an internal planning team and relationship managers on complex situations
• Grow both new client AUM and wallet share of existing clients

Required Skills

• Bachelor's Degree
• Series 7 and Series 66 licensed (or willing to obtain - firm will sponsor)
• Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA
• Self-starters who are energized by community engagement and building their own pipeline

Preferred Skills

• CFP a plus, not required

What the Compensation Looks Like

• Base: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)
• Annual performance bonus: 25% of base
• New business incentive: 40% of net revenue on territory new business
• Retention bonus: 3% of total territory AUM at quarter end

Sound like you? Let's talk.