Financial Advisor: In-Office with Mentorship & Uncapped Growth

Riverside Financial Advisors

Pittsburgh (Allegheny County)

On-site

USD 55,000 - 95,000

Full time

23 hours ago
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Job summary

Riverside Financial Advisors, located in Plum Borough, PA, seeks motivated individuals to start a long-term career in financial services. No prior experience required; we provide comprehensive training, mentorship, and ongoing development.

The role offers in-office work five days a week and potential to build your own practice with clear advancement paths. This entry-level opportunity focuses on generating client appointments, meeting with clients, and crafting financial plans, with uncapped

Qualifications

  • Bachelor's degree in Finance, Business, Economics, or a related field preferred.
  • Open to December 2026 graduates, and alumni.
  • Strong communication and relationship-building skills.
  • Self-motivated, coachable, and goal-oriented.
  • Passion for helping individuals and families achieve their financial goals.
  • Must be a U.S. citizen or permanent resident (Visa sponsorship is not available).
  • Must be able to work in our Plum Borough, PA office five days per week.
  • Must currently hold, or be able to obtain, a Pennsylvania Life & Health Insurance License and the Series 65 license within three months of hire.

Responsibilities

  • Generate new client appointments using firm-provided leads and prospecting strategies.
  • Meet with prospective and existing clients alongside experienced advisors.
  • Develop and grow your own client base from the beginning of your career.
  • Create and implement comprehensive financial plans tailored to clients' goals.
  • Conduct ongoing client review meetings and maintain long-term relationships.
  • Continue developing your knowledge of financial planning, investment strategies, and industry regulations.

Skills

Strong communication
Relationship-building
Self-motivated
Coachable
Goal-oriented

Education

Bachelor's degree in Finance, Business, Economics, or related field
Pennsylvania Life & Health Insurance License
Series 65 license

Job description

Riverside Financial Advisors, located in Plum Borough, PA, seeks motivated individuals to start a long-term career in financial services. No prior experience required; we provide comprehensive training, mentorship, and ongoing development.

The role offers in-office work five days a week and potential to build your own practice with clear advancement paths. This entry-level opportunity focuses on generating client appointments, meeting with clients, and crafting financial plans, with uncapped

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