Client Servicing Retirement Planner - High-Touch, Flat-Fee

A Hiring Company; Pittsburgh (Allegheny County); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Uncapped bonuses

Job summary

A leading retirement planning firm in Pittsburgh seeks a Client Servicing Retirement Planner to manage and oversee clients' retirement success. You'll own a dedicated book of clients, lead strategy discussions, and deliver an exceptional client experience. Ideal candidates have 2-4 years of financial advising experience and must excel in relationship management. Competitive compensation includes a starting salary of $100,000 to $125,000 plus uncapped bonuses, health benefits, and a 401(k) plan.

Qualifications

• 2-4 years of experience in client servicing or financial advising.
• Strong communication and relationship-building skills.
• Commitment to providing world-class client service.

Responsibilities

• Own and manage a dedicated book of clients.
• Lead annual reviews and tax planning meetings.
• Deliver an unmatched client experience.

Skills

Client Retention

Relationship Management

Client Service

Tax Planning

Investment Knowledge

Job description

A leading retirement planning firm in Pittsburgh seeks a Client Servicing Retirement Planner to manage and oversee clients' retirement success. You'll own a dedicated book of clients, lead strategy discussions, and deliver an exceptional client experience. Ideal candidates have 2-4 years of financial advising experience and must excel in relationship management. Competitive compensation includes a starting salary of $100,000 to $125,000 plus uncapped bonuses, health benefits, and a 401(k) plan.