Financial Advisor

Masis Professional Group; Pittsburgh (Allegheny County); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) retirement plan

Job summary

A financial services firm in Pittsburgh is seeking an experienced Account Executive to focus on business development and personalized wealth management. The ideal candidate will possess a Bachelor's degree and significant professional designations, along with 5+ years of experience in private client disciplines. This full-time position offers a salary range of $80,000 - $100,000 annually, along with medical insurance, vision insurance, and a 401(k) retirement plan.

Qualifications

• Bachelor's Degree and a significant professional designation (CFP®, CFA, etc.).
• 5+ years of experience in private client disciplines preferred.
• Possession of a Series 65 License desired.

Responsibilities

• Develop new client relationships by leveraging an established network.
• Provide personalized wealth management services to private clients.
• Manage the client review process using the CRM system.
• Develop comprehensive financial plans.

Skills

Business development

Client relationship management

Financial planning

Salesforce knowledge

Education

Bachelor’s Degree

CFP® or CFA designation

Advanced degree (MBA, J.D., PhD)

Tools

Salesforce

MoneyGuidePro

Job description

Account Executive @ Masis Professional Group

Pittsburgh, PA

Base Pay Range

$80,000 - $100,000 per year

Additional Compensation

Commission; Bonuses based on performance

Responsibilities

• Business Development: work closely with the Regional Managing Director to develop new client relationships by leveraging an established network of Centers of Influence.
• Client Advice: provide a high level of personalized wealth management services to the firm’s private clients.
• Client Reviews and Retention: independently manage the client review process using the firm’s Client Relationship Management system (Salesforce).
• Financial Planning: develop comprehensive financial plans using the firm’s interactive planning software (MoneyGuidePro).

Qualifications

• Bachelor’s Degree and a significant professional designation (CFP®, CFA, etc.).
• Advanced degree (MBA, J.D., PhD) preferred.
• 5 or more years of experience in private client disciplines (banking, investment, trust, or financial planning) preferred.
• Possession of a Series 65 License and knowledge of Salesforce and/or MoneyGuidePro desired (but not required).

Benefits

• Medical insurance
• Vision insurance
• 401(k) retirement plan

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Finance