Financial Advisor
$100k - $150kKnowHireMatch
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.
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.
- 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.
- Tuition reimbursement.
- Annual performance reviews.
General Location: Pittsburgh, PA
KnowHireMatchVacancy posted 5 days ago
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