Financial Advisor - Six PPG Place Pittsburgh, Pennsylvania, United States

Only for registered members Six PPG Place Pittsburgh, Pennsylvania, United States

1 week ago

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Job summary

Find 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 who know a thing or two about how to get people started in business Would you do it then

Responsibilities

  • Assess clients' financial situations understand their needs and develop a comprehensive financial plan
  • Provide information about various financial products and services including life insurance retirement plans and investment opportunities
  • Ensure clients' financial plans are implemented efficiently monitor progress and revise as necessary to accommodate changing needs and objectives
  • Build and maintain client relationships seek opportunities to solicit new business
  • Stay updated with financial products market trends and the legal regulations that pertain to financial planning

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