- Financial Planning and Retirement Planning skills
- Experience in Finance and Financial Advisory
- Knowledge of Investments and portfolio management
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly desirable as is AIF and CRPS
- Bachelor's degree in Finance, Economics, or a related field
Retirement Plan Advisior - Pittsburgh, United States - Solenture, LLC.
Description
Company Description
Solenture, LLC, also known as the "Solutions Venture," is a business consulting and wealth management firm located in Pittsburgh, PA. Our mission is to transform the value created by successful businesses into lasting private wealth by aligning the interests of owners and employees. We offer a unique combination of business consulting, total rewards, and wealth management expertise to help our clients achieve their financial goals.
Role Description
This is a full-time hybrid role for a Retirement Plan Advisor at Solenture, LLC. The Retirement Plan Advisor will be responsible for providing comprehensive financial planning, retirement planning, and investment advisory services to individual clients and employer retirement plans. The day-to-day tasks include analyzing clients' financial situations, developing customized retirement plans, providing investment recommendations, and offering financial advice.
Qualifications