Financial Services Specialist

CFP Board of Standards Inc.; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

Wealth Management Partners, LLC in Pittsburgh seeks a Financial Services Specialist to provide wealth management and investment support, delivering high-quality client service and detailed financial analysis.

The role requires collaboration, adaptability, and proactive engagement with the team to help clients achieve financial goals and effective planning strategies.

Qualifications

• Experience in financial planning or investment-related roles preferred.
• Knowledge of investment-related products.
• Understanding of complex financial planning concepts.
• Ability to learn tax planning.
• Strong organizational and project management skills.
• Excellent communication and interpersonal skills.
• Proficiency with Microsoft Word, Excel, Outlook.
• Detail-oriented with strong analytical abilities.
• Familiarity with CRM systems and Morningstar Workstation.
• Experience with MoneyGuidePro software.

Responsibilities

• Director of Wealth Management Services Support
• Director of Investment Services Support
• Financial Analysis and Investment Support
• Excellent Client Service

Skills

Financial planning experience

Investment products knowledge

CRM familiarity

MoneyGuidePro

Morningstar Workstation

Analytical abilities

Communication skills

Microsoft Word/Excel/Outlook

Multi-tasking

Tools

MoneyGuidePro

Morningstar Workstation

CRM systems

Job description

Wealth Management Partners, LLC - 790 Holiday Drive, Pittsburgh, PA 15220

Open position for Financial Services Specialist

• Are you interested in working for a growing organization with an employee focused culture?
• Are you looking for a caring professional environment with an opportunity for personal growth?
• Would you like to be part of a team who is passionately committed to helping others?

Principal responsibilities:

• Director of Wealth Management Services Support
• Director of Investment Services Support
• Financial Analysis and Investment Support
• Excellent Client Service

The successful candidate will have a courteous and professional demeanor, and will be collaborative, adaptive, and proactive in nature.

Required knowledge and skills:

• Experience in financial planning or investment-related roles preferred
• Detailed knowledge of various investment-related products
• Understanding of more complex financial planning concepts and techniques
• Ability to learn tax planning
• Ability to multi-task with strong organizational and project management skills
• Excellent communication and interpersonal skills
• Proficient in Microsoft Word, Excel, Outlook, etc
• Detail-oriented with strong analytical abilities
• Familiarity with CRM systems, Morningstar Workstation, and financial planning software such as MoneyGuidePro
• Understanding of “7 Habits of Highly Effective People” and the ability to adapt to a dynamic work environment
• Strong people skills and the ability to clearly communicate with others

Our office provides a comfortable, professional work environment. We offer a competitive salary and benefits. Our values of expressing opinion, professional and personal growth, initiating fun, displaying mutual regard for all people, personal accountability for individual responsibilities and behavior, and that of vision and implementation guide our daily actions and help us achieve success as individuals and as a firm.

*Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.