Financial Advisor

Twenty80 LLC; Pittsburgh (Allegheny County); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match and profit‑?

Paid holidays

Annual performance reviews

Job summary

Twenty80 LLC is seeking an experienced Financial Advisor to provide comprehensive financial planning and investment advisory services to individuals, families, business owners, and high‑net‑worth clients across multiple office locations.

The role offers base compensation of $100,000–$150,000+ annually, plus performance bonuses, with a flexible schedule in a collaborative, growth‑oriented wealth management practice.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• Minimum of 4 years as Financial Advisor/Wealth Advisor/Financial Planner.
• Licenses: Series 65; Insurance license or ability to maintain licensing.

Responsibilities

• Develop fee-based financial plans tailored to clients' goals.
• Provide investment advisory services including portfolio analysis and asset allocation.
• Assist with portfolio management including trading and rebalancing.
• Meet with clients individually and with other advisors to review strategies.
• Respond to client inquiries and provide ongoing financial planning support.
• Build long-term client relationships through proactive service.

Skills

Financial planning

Investment advisory

Client relations

Communication

Analytical skills

Interpersonal skills

Education

Bachelor's degree in Finance/Business/Economics

Series 65 license

Insurance license

Tools

Financial planning software

Job description

Location: Multiple Office Locations (New York, New Jersey, Pennsylvania, and Florida)
Compensation: $100,000–$150,000+ annually (based on experience, client portfolio, and production)

Role Summary

Our client, a well-established wealth management and financial advisory firm, is seeking an experienced Financial Advisor to provide comprehensive financial planning and investment advisory services to individuals, families, business owners, and high-net-worth clients.

This role is ideal for a relationship-driven financial professional who enjoys helping clients achieve their long-term financial goals while contributing to the continued growth of a collaborative advisory practice.

Key Responsibilities

• Develop comprehensive, fee-based financial plans tailored to clients' personal and financial goals
• Provide investment advisory services, including portfolio analysis, asset allocation, and investment recommendations
• Assist with portfolio management, including trading and portfolio rebalancing
• Meet with clients individually and collaboratively with other advisors to review financial strategies and investment performance
• Respond to client inquiries and provide ongoing financial planning support throughout the year
• Build long-term client relationships through exceptional service and proactive communication
• Contribute to business development by acquiring new clients and retaining existing relationships
• Stay current on industry trends, financial products, and regulatory requirements

Required Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field
• Minimum of 4 years of experience as a Financial Advisor, Financial Planner, or Wealth Advisor
• Strong knowledge of financial planning, investment management, retirement planning, and wealth management
• Series 65 license (or ability to obtain if required)
• Insurance license or ability to maintain appropriate licensing
• Excellent analytical, organizational, communication, and interpersonal skills
• Strong computer proficiency and experience with financial planning software
• Self-motivated with a strong commitment to delivering exceptional client service

Preferred Qualifications

• Certified Financial Planner (CFP®) designation or other relevant professional credential
• Experience working with high-net-worth individuals, families, and business owners
• Established client relationships or transferable book of business
• Experience with fee-based financial planning and investment advisory services

Ideal Candidate Profile

Successful candidates typically have:

• A proven track record of building and maintaining long‑term client relationships
• Strong business development and client retention skills
• Experience creating personalized financial plans and investment strategies
• Excellent communication and presentation abilities
• An entrepreneurial mindset with a passion for helping clients achieve financial success

Schedule

• Full-time
• Flexible work environment designed to support work-life balance
• Multiple office locations available throughout New York, New Jersey, Pennsylvania, and Florida

Compensation

• Base compensation typically ranges from $100,000 to $150,000+ annually
• Higher earning potential based on experience, production, and existing client portfolio
• Performance-based bonus opportunities
• New business and employee referral incentives

Benefits

• Competitive compensation package
• Performance and referral bonus opportunities
• Anniversary bonus
• Flexible work environment
• Open Paid Time Off (PTO) policy
• Medical, dental, and vision insurance
• 401(k) with company match and profit‑sharing
• Company‑paid life insurance
• Short‑term and long‑term disability insurance
• Accidental and critical illness insurance
• Paid holidays
• Tuition reimbursement
• Annual performance reviews
• Long-term career growth opportunities within a collaborative advisory firm