Financial Advisor/Paraplanner

Kestra Financial Independent Advisor

Pittsburgh (Allegheny County)

Remote

Full time

14 days+

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Benefits offered by this job

Flexible pay structure

Participation in Simple IRA Plan

Paid Time Off

Work from home

Access to professional development

Job summary

A financial advisory firm is seeking a full-time financial advisor to help grow in the niche of Gen X financial planning. Responsibilities include client relationship management, market research, and developing customized recommendations. Required qualifications include Series 7 and 66 licenses, along with relevant experience. This position offers a flexible pay structure, opportunities for professional development, and the option to work from home.

Qualifications

3+ years experience as a financial advisor required.
Knowledge of financial industry products and regulations.
Ownership of transferable book of business is essential.

Responsibilities

Seek and approach prospects to grow your own book of business.
Strengthen client relationships through communication.
Analyze client data and conduct market research.

Skills

Client relationship management

Market research

SWOT analysis

Financial product knowledge

Education

Series 7, 66, 63 licenses

State Insurance Licenses

CFP designation

Tools

Emoney

Riskalyze

Redtail

Job description

Fellow Advisor,

Do you feel unappreciated?

Are your ideas not taken seriously?

Are tired of making your bosses rich instead of yourself?

Do you feel like you are a small fish in a big sea?

Do you want to differentiate yourself?

Do you want to be able to let your creativity be seen?

Have you considered working within a niche with immense growth potential?

Do you want better work/life balance and flexibility?

Are you passionate about the market?

Would working from home improve your life?

Do you have a book of business or practice that you’re ready to grow?

These are the questions that bounced around my own head until I took the leap and created Gen X Wealth Partners. I said to myself enough is enough. I’m offering you the job I wish I had. It’s a unique opportunity, and I am opening it up to you. No corporate nonsense, just the ability to spread your wings and help your clients fly. We are an independent firm by design to eliminate conflicts of interest and foster creativity. I have developed a process to help Gen X get on track financially. They have so many competing goals. They have so many planning needs yet, so few advisors speak to them. It’s crazy. The biggest one is saving for their retirement vs. saving for their child’s education. Our unique secret weapon is advanced college planning which helps them maximize their financial aid offers and uncover the right school at the right price for their child. There are enough advisors helping retirees. Come discover a budding niche with a ton of future potential. Gen X needs our help. If this sounds like you then keep reading.

Key Responsibilities and Duties

Seek, identify, and approach new prospects to grow your own book of business via value added solutions and services
Strengthen client relationships though proactive communication
Perform market research and product analysis
Analyzing client data
Conduct SWOT analysis to determine client overall financial health
Develop and deliver customized client recommendations
Monitor firm’s social media marketing efforts
Cultivate leads into clients
Assist in account related paperwork
Help clients maximize or create their own “employee benefits package”
Handle all Life and Disability Insurance Cases
Become proficient in advanced college planning strategies

Job Duties/Requirements

Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding niche. The successful candidate is expected to be able to work independently and assist in multiple core business activities.

Qualifications

Series 7, 66, 63 licenses
State Insurance Licenses (Life, Accident & Health)
CFP designation is a plus
Knowledge of Emoney, Riskalyze and Redtail software is a plus
3+ years experience as a financial advisor
Knowledge of the financial industry, products, regulations, and overall environment
Own transferable book of business

Benefits