Jobs
>
Pittsburgh

    Wealth Management Advisor - Pittsburgh, United States - Fort Pitt Capital Group

    Fort Pitt Capital Group
    Fort Pitt Capital Group Pittsburgh, United States

    4 weeks ago

    Default job background
    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 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 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.

    #J-18808-Ljbffr
  • Fiserv

    Project Management Advisor

    1 week ago

    Fiserv Pittsburgh, United States

    You deserve to do what you love, and love what you do – a career that works as hard for you as you do. At Fiserv, we are more than 40,000 #FiservProud innovators delivering superior value for our clients through leading technology, targeted innovation and excellence in everything ...

  • KeyCorp

    Cash Management Advisor

    1 week ago

    KeyCorp Pittsburgh, United States

    Location:11 Stanwix Street - Pittsburgh, Pennsylvania 15222 Job Summary. Partner with KeyBank Business Banking Relationship Managers (BBR - Ms) to acquire, expand and retain business clients with moderately complex cash management needs. The RCMA wil Management, Relationship Mana ...

  • Fort Pitt Capital Group

    Wealth Management Advisor

    2 weeks ago

    Fort Pitt Capital Group Pittsburgh, United States

    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 of ...

  • Fort Pitt Capital Group

    Wealth Management Advisor

    3 weeks ago

    Fort Pitt Capital Group Pittsburgh, United States

    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 office ...

  • Key Bank

    Cash Management Advisor

    2 days ago

    Key Bank Pittsburgh, United States

    Location: · 11 Stanwix Street - Pittsburgh, Pennsylvania 15222 · Job Summary · Partner with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand and retain business clients with moderately complex cash management needs. The RCMA will identify prospect/clie ...

  • Key Bank

    Cash Management Advisor

    1 week ago

    Key Bank Pittsburgh, United States

    Location: · 11 Stanwix Street - Pittsburgh, Pennsylvania 15222 · Job Summary · Partner with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand and retain business clients with moderately complex cash management needs. The RCMA will identify prospect/clie ...

  • MassMutual Pittsburgh

    Wealth Management Advisor

    3 weeks ago

    MassMutual Pittsburgh Pittsburgh, United States

    Job Description · Job Description · How will you help grow our Practice? · You will... · Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions. · Assist with the continuous development and implementation of our c ...

  • KeyBank

    Cash Management Advisor

    1 week ago

    KeyBank Pittsburgh, United States

    Job Description · Location: · 11 Stanwix Street - Pittsburgh, Pennsylvania 15222Job Summary · Partner with KeyBank Business Banking Relationship Managers (BBRMs) to acquire, expand and retain business clients with moderately complex cash management needs. The RCMA will identify p ...

  • MassMutual Pittsburgh

    Wealth Management Advisor

    3 weeks ago

    MassMutual Pittsburgh Pittsburgh, United States

    Job Description · Job DescriptionHow will you help grow our Practice? · You will... · Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions. · Assist with the continuous development and implementation of our client ...

  • Boston Consulting Group

    NAMR Senior Advisor Senior Manager

    2 days ago

    Boston Consulting Group Pittsburgh, PA, United States

    The Senior Advisor Program is a curated network of C-Suite Senior level executives, former BCG MDPs, and industry & function leaders. The program includes over 225 Senior Advisors that provide a set of experiences and resources to help BCG case teams drive transformation change, ...

  • Boston Consulting Group

    NAMR Senior Advisor Senior Manager

    2 days ago

    Boston Consulting Group Pittsburgh, PA, United States Full time

    WHAT YOU'LL DO · The Senior Advisor Program is a curated network of C-Suite Senior level executives, former BCG MDPs, and industry & function leaders. The program includes over 225 Senior Advisors that provide a set of experiences and resources to help BCG case teams drive trans ...

  • AAA East Central

    Travel Advisor

    5 days ago

    AAA East Central Pittsburgh, United States Full time

    Travel AdvisorDiscovering the World- One Member at a Time · AAA East Central currently has a Travel Advisor opportunity available in our South Hills branch in Pittsburgh. · Candidates must be available to work hours per week during the established branch office hours of Monday th ...

  • The Coury Firm

    Senior Wealth Advisor

    2 weeks ago

    The Coury Firm Pittsburgh, United States

    Job Description · Job Description Salary:POSITION SUMMARY · The position of · Senior Wealth Advisor · for The Coury Firm's Private Wealth division (the "Firm") will be responsible for maintaining the ongoing Private Wealth client relationships and leading in the development o ...

  • Keller Executive International Search

    Investment Specialist

    2 weeks ago

    Keller Executive International Search Pittsburgh, United States

    Our client, a boutique wealth management firm located in sunny Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. You ...

  • Solenture, LLC.

    Retirement Plan Advisior

    4 days ago

    Solenture, LLC. Pittsburgh, United States

    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 ...

  • The Judson Group

    Wealth Advisor

    2 weeks ago

    The Judson Group Pittsburgh, United States

    Reference Number: MHH7301Location: Pittsburgh, PennsylvaniaJudson Group has been retained by a leading independent fiduciary in the search for a · Wealth Advisor . The Wealth Advisor will be responsible for managing current and prospective client relationships, play a key role i ...

  • EDGECo Holdings, LP

    Merger & Acquisition Analyst/Associate

    1 week ago

    EDGECo Holdings, LP Pittsburgh, United States

    Job Summary: · The M&A Analyst/Associate position with EdgeCo Holdings is a newly established role that will have direct exposure to EdgeCo's senior management. The M&A Analyst/Associate will join the corporate deal team and spend the majority of the time on corporate development ...

  • Chatham University

    Academic Advisor

    4 days ago

    Chatham University Pittsburgh, United States

    Academic Advisor · Chatham University invites applicants for the position of Academic Advisor. · The Academic Advisor assists first-year undergraduates with their academic plans, including course selection, choice of major, and other academic activities. This position will work w ...

  • SVN | Three Rivers Commercial Advisors

    Marketing Coordinator

    3 weeks ago

    SVN | Three Rivers Commercial Advisors Pittsburgh, United States

    SVN | Three Rivers Commercial Advisors is looking to hire a Marketing Coordinator to provide support in marketing and social media efforts for the office, full time OR part time position available. · SVN | TRCA is the Pittsburgh franchise of the SVN International Corporation, ra ...

  • Carnegie Mellon University

    Assistant Director of Learning Support Programs for Supplemental Instruction

    1 week ago

    Carnegie Mellon University Pittsburgh, United States Full time

    The Student Academic Success Center team focuses on creating spaces for students to engage in their coursework and approach to learning. Through academic coaching, tutoring and Supplemental Instruction, effective communication strategies, the Tartan Scholars program, accommodatio ...