Financial Advisor - Wealth Planning & Growth

Dollar Bank; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Job summary

Dollar Bank, based in Pittsburgh, is looking for an experienced Financial Advisor to provide investment guidance across a diverse range of products. This role focuses on building long-term client relationships and managing financial portfolios for businesses and individuals, with a significant emphasis on compliance with regulatory laws.

The ideal candidate should possess strong interpersonal skills, relevant experience in the financial sector, and necessary licenses. Opportunities for professional growth are available within a supportive environment.

Qualifications

• Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
• Valid driver’s license and access to a reliable vehicle.
• Fully Licensed: FINRA 7, 66 (65 & 63 or CFP) and Life/Health.

Responsibilities

• Provide discretionary investment guidance for businesses and individuals.
• Build and maintain long-term relationships with a portfolio of clients.
• Conduct outgoing calls to assigned accounts/leads.

Skills

Strong interpersonal skills

Time management

Organizational skills

Education

Bachelor’s degree or commensurate experience

Tools

Microsoft Word

Job description

Dollar Bank, based in Pittsburgh, is looking for an experienced Financial Advisor to provide investment guidance across a diverse range of products. This role focuses on building long-term client relationships and managing financial portfolios for businesses and individuals, with a significant emphasis on compliance with regulatory laws.

The ideal candidate should possess strong interpersonal skills, relevant experience in the financial sector, and necessary licenses. Opportunities for professional growth are available within a supportive environment.