- 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
- Active Series 65 or Series 7 and Series 66 certification is required
- 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
- 100% in-office work environment
- Green Tree, PA location (Foster Plaza)
- An active Series 65or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNERTM (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
- 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
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Wealth Management Advisor - Pittsburgh, United States - Fort Pitt Capital Group
Description
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.
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.
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. This 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 active Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNERTM (CFP) to be eligible and considered for this role.
What You'll Do
What You'll Bring
Preference will be given to candidates who hold the CERTIFIED FINANCIAL PLANNERTM (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
While a Bachelor's degree is preferred, we welcome candidates who possess a combination of relevant experience and education
About the job
Fort Pitt offers its eligible employees a comprehensive and competitive total rewards package, including:
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.
