Retail Options, Executive Search
Financial Advisor
- directions_car Pittsburgh
- work Full-time
About the position
Financial Advisor
$ 100,000.- $150,000 [ Could be Higher depending on Portfolio]
Needs in several offices- NY/NJ ; Florida ; Phila; Pittsburgh .
Financial Advisor
We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses .
RESPONSIBILITIES
Developing comprehensive, fee-based personal financial plans for individuals and families.
Providing various investment advisory services including proposal development, asset allocation modeling, etc.
Some trading and rebalancing of client portfolios.
Meeting with clients individually or on a team basis with a partner to review financial and investment plans.
Responding to various client service requests throughout the year.
Helping the firm grow through acquisition of new clients and retention of existing clients.
QUALIFICATIONS
Bachelor’s Degree in business or finance.
4+ years’ experience as a personal financial advisor/planner
Industry related professional designations such as CFP preferred
The ideal candidate will possess the Series 65 & insurance licenses
This individual will be highly motivated with a strong desire to succeed.
Excellent organizational, communication, interpersonal, and computer skills required.
BENEFITS WE OFFER:
Competitive Compensation
Lucrative New Business & Employee Referral Bonuses
Anniversary Bonus
Open Paid-time-off policy for professional staff
We provide a flexible work environment to offer work/life balance.
401(k) plan with company match and profit sharing
Medical, dental, and vision insurance
Company Paid Life Insurance
Affordable Short- & Long-Term Disability Insurance
Affordable Accidental and Critical Illness Insurance
10.5 Paid holidays
Disability Insurance
Tuition Reimbursement
Annual Performance Reviews
Place of work
United States of America
About the company
Relentless Talent Solutions, Powered by Innovation
We take a non-stop approach to talent acquisition by leveraging the power of artificial intelligence, social media, a database of over 7 million candidates, and a team of recruiters spanning the United States, the Caribbean, and Canada.
In today’s shrinking talent pool, speed is critical—and that’s where we come in. As a boutique firm with a broad reach, we manage the entire hiring journey—from the first conversation to the moment your new hire walks through your door.
What Sets Us Apart
Geographic Expertise: We succeed where others struggle—finding top talent in challenging regions and remote markets.
Discreet & Strategic: From confidential searches to special projects, we handle sensitive assignments with professionalism and precision.
End-to-End Partnership: Our team acts as an extension of your company, fully immersing ourselves in your business culture and hiring needs.
Our Core Values
We Build Long-Term Relationships
We go beyond transactions to foster genuine, lasting partnerships.
We Are an Extension of Your Team
We invest the time to understand your goals, culture, and hiring challenges.
We Move Fast—And Smart
We deliver top-tier candidates swiftly and efficiently—the first time.
We Focus on Quality, Not Quantity
You receive carefully vetted talent, not stacks of résumés.
We Handle Every Detail
Reference checks? Already done. Every candidate we present is fully vetted and ready for the next step.
Similar job titles
- Wealth Management Consultant
- Investment Strategist
- Financial Planning Specialist
Relevant places near
- Penn Hills
- Mount Lebanon
- Bethel Park
- Monroeville
- Allison Park
- West Mifflin
- Baldwin
- McKeesport
- Upper Saint Clair
- Wilkinsburg
Job ID: 9525665
/ Ref: cc80dbf8a38c6b6e7011588c6ce52519