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Wealth Advisor Associate – Pittsburgh, PA (In-Office)
Location:
Pittsburgh, PA
Description:
Ready to invest in yourself? Fort Pitt Capital Group – an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture – has a unique opportunity that offers advisors multiple avenues for growth. We are currently seeking a dynamic and client-focused Financial Advisor (Service Advisor) to join our team. In this role, you will work closely with a Lead Financial Advisor to manage their book of business, execute the client service process, enhance existing client relationships, and identify new client referral opportunities. T his position offers an exciting chance for individuals eager to grow their career in the financial advising sector while contributing to our clients’ success. Candidates are required to have an a ctive Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER™ (CFP®) to be eligible and considered for this role. What You’ll Do Build, maintain, and solidify client relationships, including being second chair on larger client relationships Coordinate new client onboarding, handle various client service requests, and delegate tasks to the administrative support team Assist the Lead Advisor in managing the client life cycle, participate in client meetings, and maintain detailed notes Take ownership of follow-up items from client meetings and ensure their prompt and accurate completion Coordinate the creation of financial plans and implement approved financial plans under the supervision of the Lead Advisor Learn business development strategies through ongoing client service, identify opportunities to expand existing client relationships, and engage with clients to create referral opportunities What You’ll Bring Active Series 65 or Series 7 and Series 66 certification is required Preference will be given to candidates who hold the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant ® (ChFC ® ) designation, or Chartered Financial Analyst® (CFA®) designation, or those who are committed to obtaining these qualifications within a specified time frame A minimum of three (3) years of hands-on experience in delivering direct client advice is required for this position High School Diploma or an equivalent qualification is required While a Bachelor's degree is preferred, we welcome candidates who possess a combination of relevant experience and education About the job 100% in-office work environment Green Tree, PA location (Foster Plaza) An active Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER™ (CFP®) is required Reports to the Client Service Manager No direct supervisory responsibilities but does serve as a coach and mentor for other positions on the team Regular Full-Time Exempt/No Overtime Work Schedule is Monday – Friday, 8:30 am – 5:00 pm Frequent evening and weekend work may be required as job duties demand Frequent travel to client meetings and networking events is expected for this position Competitive base salary plus uncapped quarterly production bonus opportunities Fort Pitt offers its eligible employees a comprehensive and competitive total rewards package, including: Medical/Prescription, Vision, and Dental Insurance Depending on plan selected, Fort Pitt will pay 100% of the cost of employee-only coverage Health Savings Account (HSA) or a healthcare Flexible Spending Account (FSA) 401(k) Profit Sharing Plan 12 Paid Holidays 4 weeks of Paid Time Off (PTO), prorated during first year of employment Fort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater Pittsburgh and Central PA regions. Our mission is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management. Since our inception in 1995, we have focused on continued growth, and as a well-established and highly respected firm, we've received numerous awards and are regularly featured in CNBC , Forbes , Barron's , Financial Advisor , Harrisburg Magazine , and Pittsburgh Business Times . Fort Pitt Capital Group, LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Powered by JazzHR
Company:
Fort Pitt Capital Group
Posted:
March 26 on The Resumator
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More About this Listing: Wealth Advisor Associate – Pittsburgh, PA (In-Office)
Wealth Advisor Associate – Pittsburgh, PA (In-Office) is a Clerical Office Administrator Job at Fort Pitt Capital Group located in Pittsburgh PA. Find other listings like Wealth Advisor Associate – Pittsburgh, PA (In-Office) by searching Oodle for Clerical Office Administrator Jobs.
Wealth Advisor Associate – Pittsburgh, PA (In-Office) is a Clerical Office Administrator Job at Fort Pitt Capital Group located in Pittsburgh PA. Find other listings like Wealth Advisor Associate – Pittsburgh, PA (In-Office) by searching Oodle for Clerical Office Administrator Jobs.