Financial Advisor

Tom Trese; Pittsburgh (Allegheny County); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive Compensation

Employee referral bonuses

Paid time off

401(k) plan with company match

Medical, dental, and vision insurance

Tuition reimbursement

Job summary

Tom Trese in Pittsburgh is seeking a Financial Advisor to develop personalized financial plans for individuals and families, providing various investment advisory services. The role involves client engagement and achieving business growth through new client acquisition.

The ideal candidate will have a Bachelor’s Degree in business or finance, 4+ years of experience, and possess relevant licenses. The position offers competitive compensation and generous benefits.

Qualifications

• 4+ years' experience as a personal financial advisor/planner.
• Industry-related professional designations such as CFP preferred.
• Ideal candidates will possess insurance licenses.

Responsibilities

• Develop comprehensive, fee-based personal financial plans.
• Provide various investment advisory services.
• Engage in trading and rebalancing client portfolios.
• Meet with clients to review financial and investment plans.
• Respond to client service requests.
• Help grow the firm through new client acquisition.

Skills

Organizational skills

Communication skills

Interpersonal skills

Computer skills

Motivation

Education

Bachelor’s Degree in business or finance

Tools

Series 65 licenses

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