Financial Advisor

Keystone Distinction Group; Pittsburgh (Allegheny County); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive Compensation

New business and employee referral bonuses

Open paid-time-off policy

401(k) plan with company match

Job summary

Keystone Distinction Group is seeking a knowledgeable Financial Advisor to develop comprehensive financial plans for clients. This role involves providing advisory services, trading, and client meetings across various locations including Pittsburgh.

The ideal candidate will possess at least 4 years of experience, a Bachelor’s degree, and industry certifications such as CFP. The position offers competitive compensation and benefits, including a flexible work environment and 401(k) plans.

Qualifications

• 4+ years’ experience as a personal financial advisor/planner.
• Industry related professional designations such as CFP preferred.
• Ideal candidate will possess Series 65 and insurance licenses.

Responsibilities

• Develop comprehensive, fee-based personal financial plans for individuals and families.
• Provide various investment advisory services including proposal development.
• Engage in trading and rebalancing of client portfolios.
• Meet with clients individually or on a team basis.
• Respond to various client service requests throughout the year.
• Help the firm grow through new client acquisition.

Skills

Organizational skills

Communication skills

Interpersonal skills

Computer skills

Education

Bachelor’s Degree in business or finance

Job description

Financial Advisor

$100,000-$150,000 (Could be higher depending on portfolio)

Need in several offices – NY/NJ, Florida, Philadelphia, Pittsburgh.

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

• Develop comprehensive, fee-based personal financial plans for individuals and families.
• Provide various investment advisory services including proposal development, asset allocation modeling, etc.
• Engage in trading and rebalancing of client portfolios.
• Meet with clients individually or on a team basis with a partner to review financial and investment plans.
• Respond to various client service requests throughout the year.
• Help 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.
• Ideal candidate will possess Series 65 and insurance licenses.
• Highly motivated with a strong desire to succeed.
• Excellent organizational, communication, interpersonal, and computer skills required.

Benefits

• Competitive Compensation
• Lucrative new business and employee referral bonuses
• Anniversary bonus
• Open paid‑time‑off policy for professional staff
• 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‑ and long‑term disability insurance
• Affordable accidental and critical illness insurance
• 10.5 paid holidays
• Disability insurance
• Tuition reimbursement
• Annual performance reviews