- In-house financial planning and asset management teams to construct personalized financial plans that aim to achieve your clients' financial goals
- Professionally developed marketing materials and business development resources
- Dedicated client service staff who will leverage your time so you can focus on managing your practice
- Unlimited earning potential, including a competitive base salary plus uncapped quarterly production bonus opportunities
- Required to satisfy or exceed annual production goals
- Generate new business through client acquisition
- Advise clients
- Collaborate with other like-minded advisors
- Active Series 65 or Series 7 and Series 66 certification is required
- 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
- A minimum of three (3) years of hands-on experience in delivering direct client advice is required for this position
- Proven track record of developing business successfully through traditional channels
- 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
- 100% in-office work environment
- Green Tree, PA location (Foster Plaza)
- An active Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNERTM (CFP) is required
- Reports to the Director of Sales
- 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
-
Financial Advisor/Paraplanner
3 days ago
Kestra Financial Independent Advisor Pittsburgh, United StatesJob Description · Job DescriptionFellow Advisor, · Do you feel unappreciated? · Are your ideas not taken seriously? · Are tired of making your bosses rich instead of yourself? · Do you feel like you are a small fish in a big sea? · Do you want to differentiate yourself? · Do you ...
-
Financial Advisor/Paraplanner
1 week ago
Kestra Financial Independent Advisor Pittsburgh, United StatesFellow Advisor, · Do you feel unappreciated? · Are your ideas not taken seriously? · Are tired of making your bosses rich instead of yourself? · Do you feel like you are a small fish in a big sea? · Do you want to differentiate yourself? · Do you want to be able to let your creat ...
-
Financial Advisor
1 day ago
Atria Wealth Solutions Pittsburgh, United StatesJob Description · Job DescriptionClearview Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Pittsburgh, PA area. · Clearview Federal Credit Unio ...
-
Financial Advisor
1 week ago
Atria Wealth Solutions Pittsburgh, United StatesClearview Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Pittsburgh, PA area. · Clearview Federal Credit Union is a $2 billion credit union w ...
-
Financial Advisor
2 weeks ago
MassMutual Pittsburgh Pittsburgh, United StatesJob Description · Job DescriptionFind the independence you crave · Receive the support you need · So many people don't move forward with their dreams of business ownership because of a lack of solid guidance, resources, and coaching. But what if you had a little help from people ...
-
Financial Advisor
3 weeks ago
Northwestern Mutual Pittsburgh, United StatesJob Description · Job DescriptionGET MORE OUT OF YOUR CAREER · Choose a career where changing someone else's life for the better is also life-changing for you – personally, professionally and financially. · FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL · Are you looking for more fu ...
-
Financial Advisor/Owner
5 days ago
Trust Capital Fiduciary Advisors Pittsburgh, United StatesJob Title: Financial Advisor/Owner · Location: Hybrid – Western Pennsylvania, Western New York with Offices in Warren, PA · Type: Full-Time · Company Overview: Trust Capital Fiduciary Advisors is a leading financial advisory firm specializing in providing employer retirement plan ...
-
associate financial advisor
1 week ago
Northwest LLC Pittsburgh, United StatesThe Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists wit ...
-
associate financial advisor
1 week ago
Northwest Bank Pittsburgh, United StatesThe Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists wit ...
-
Financial Advisor
2 weeks ago
PNC Bank Corp. Pittsburgh, United StatesLicensing requirements: FINRA Series 7/66 (63/65). Life & Health Insurance required. Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of bus Financial Advisor, Investment ...
-
Financial Advisor
2 weeks ago
MassMutual Pittsburgh Pittsburgh, United StatesJob Description · Job DescriptionFind the independence you crave · Receive the support you need · So many people don't move forward with their dreams of business ownership because of a lack of solid guidance, resources, and coaching. But what if you had a little help from people ...
-
Financial Advisor Relationship Manager
3 days ago
CAPTRUST Pittsburgh, United StatesOverview: · WHO are we looking for? · CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management advisory team in providing independent ...
-
Financial Advisor Relationship Manager
6 days ago
CAPTRUST Pittsburgh, Pennsylvania, United States PermanentOverview: · WHO are we looking for? · CAPTRUST seeks a dynamic Financial Advisor Relationship Manager who will deliver high-level customer service to clients to the firm. The successful candidate will join an established wealth management advisory team in providing independent a ...
-
Financial services and Insurance Advisor
3 weeks ago
Transamerica Agency Network Pittsburgh, United StatesJob Description · Job DescriptionAre you looking for a new career path? We are willing to train the right candidates, you must be willing to obtain a life insurance license to start. · Silver Oak Financial and Transamerica offers one of the best places to start and grow an insur ...
-
Financial Advisor/Owner
3 weeks ago
Trust Capital Fiduciary Advisors Pittsburgh, United StatesJob Title: Financial Advisor/Owner · Location: Hybrid Western Pennsylvania, Western New York with Offices in Warren, PA · Type: Full-Time · Company Overview: Trust Capital Fiduciary Advisors is a leading financial advisory firm specializing in providing employer retirement pla ...
-
Financial Advisor
3 weeks ago
U.S. Retirement & Benefits Partners Pennsylvania, United StatesCOMPANY OVERVIEW · U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the priv ...
-
Financial Advisor
3 weeks ago
Northwestern Mutual Monroeville, United StatesJob Description · Job DescriptionWEALTH MANAGEMENT ADVISOR TRAINING PROGRAM · GET MORE OUT OF YOUR CAREER · Choose a career where changing someone else's life for the better is also life-changing for you – · personally, professionally and financially. · FINANCIAL PLANNING WITH NO ...
-
Merrill Financial Solutions Advisor
1 week ago
Bank of America Pittsburgh, United StatesJob Description: · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and sha ...
-
Financial Advisor Development Program
3 weeks ago
Northwestern Mutual Pittsburgh, United StatesWhat is the program? · •Outstanding graduating seniors will be given an opportunity to participate in an experiential program that builds a pathway to a long-term career in financial planning. · •Study for and obtain your state insurance licenses, while also preparing for investm ...
-
Financial Advisor
2 days ago
First Commonwealth Bank Greensburg, United StatesAs a Financial Advisor with First Commonwealth, your primary focus is to advise clients and prospects on a full range of investment, retirement and insurance products in order to best meet their needs. With a sense of urgency you work to collect and Financial Advisor, Financial, ...
Financial Advisor - Pittsburgh, United States - Fort Pitt Capital Group
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 entrepreneurial, self-motivated, team-oriented professionals ready to elevate their careers. We currently have an exciting opportunity for experienced FINRA licensed advisors who have achieved high levels of success in advising clients as well as in business development. As a registered Investment Adviser Representative (IAR) of Fort Pitt, You will have access to:
What You'll Do
Powered by JazzHR