Entrepreneurial Financial Advisor: Grow Wealth & Clients

Dollar Bank; McMurray (PA); On-site; USD 70,000 - 100,000; Full time

Job summary

Dollar Bank seeks a financial advisor to provide discretionary investment guidance for businesses and individuals in the Pittsburgh area. You will manage a portfolio, build relationships, and develop new clients through active prospecting and referrals.

The role requires entrepreneurial drive, strong communication, and the ability to deliver comprehensive financial planning across brokerage, advisory services, mutual funds, life insurance, stocks, bonds, and other investments.

Qualifications

• Bachelor’s degree or commensurate experience.
• Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
• Valid driver’s license and access to a reliable vehicle.
• Fully Licensed: FINRA 7, 66 (65 &63 or CFP) and Life/Health.

Responsibilities

• Conduct outbound calls to assigned accounts/leads from Dollar Bank personnel, set appointments, and make presentations.
• Develop and maintain lead generation through centers of influence to promote Dollar Bank’s core values and increase book of business.
• Provide full array of financial planning for clients, inclusive of brokerage and advisory services, including mutual funds, life insurance, stocks, bonds and CDs.
• Maintain effective relationships with Cetera financial services personnel and conduct trainings.
• Stay current on products and tax laws affecting customers’ finances and ensure suitability for each client.

Skills

Strong interpersonal skills

Time management

Organizational skills

Prioritization

Windows

Microsoft Word

Education

Bachelor’s degree

Tools

Microsoft Word

Job description

Dollar Bank seeks a financial advisor to provide discretionary investment guidance for businesses and individuals in the Pittsburgh area. You will manage a portfolio, build relationships, and develop new clients through active prospecting and referrals.

The role requires entrepreneurial drive, strong communication, and the ability to deliver comprehensive financial planning across brokerage, advisory services, mutual funds, life insurance, stocks, bonds, and other investments.