Financial Advisor

H. T. PROF Group; Pittsburgh (Allegheny County); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Flexible work environment

401(k) plan with company match

Medical, dental, and vision insurance

Competitive compensation

Anniversary bonus

Job summary

H. T. PROF Group is seeking an experienced personal financial advisor in Pittsburgh. The role involves developing comprehensive financial plans and providing investment advisory services to clients. A Bachelor’s degree in business or finance and 4+ years of experience as a planner are essential.

The position offers competitive compensation, various bonuses, and a flexible work environment to ensure work/life balance. Benefits include medical, dental, vision insurance, and a 401(k) plan with company match.

Qualifications

• 4+ years’ experience as a personal financial advisor/planner.
• Industry related professional designations such as CFP preferred.
• The ideal candidate will be motivated with a strong desire to succeed.

Responsibilities

• Develop comprehensive, fee-based personal financial plans.
• Provide investment advisory services including proposal development.
• Meet with clients to review financial and investment plans.

Skills

Organizational skills

Communication skills

Interpersonal skills

Computer skills

Education

Bachelor’s Degree in business or finance

Tools

Series 65 license

Insurance licenses

Job description

$ 100,000.- $150,000 [ Could be Higher depending on Portfolio]

Needs in several offices - NY/NJ, Florida, Phila, Pittsburgh.

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