Hybrid Financial Planner & Advisor — Pittsburgh Area

New York Life; Pittsburgh (Allegheny County); Hybrid; USD 70,000 - 110,000; Full time

Job summary

New York Life in Pittsburgh is seeking a full-time Financial Professional for a hybrid role with remote flexibility. You will assist clients with comprehensive financial planning, manage strategies, analyze data, and prepare reports to guide informed decisions.

You will build tailored solutions to meet client goals while ensuring regulatory compliance and ethical standards. The position emphasizes clear communication, teamwork, and long-term client relationships in a local market.

Qualifications

• Strong financial planning and strategy development for diverse client needs.
• Analytical ability to interpret financial data and reports.
• Excellent communication to build trust with clients.
• Knowledge of regulatory compliance and ethical standards.
• Willingness to obtain CFP or related certification.

Responsibilities

• Assist clients with financial planning and tailored strategies.
• Analyze client data and prepare financial reports.
• Deliver clear guidance and maintain long-term client relationships.
• Ensure regulatory compliance in all activities.
• Collaborate with in-office and remote teams.

Skills

Financial Planning

Analytical Skills

Communication skills

Regulatory compliance

Independent and collaborative

Education

Bachelor's degree in Finance, Economics, Business, or related field

CFP certification

Job description

New York Life in Pittsburgh is seeking a full-time Financial Professional for a hybrid role with remote flexibility. You will assist clients with comprehensive financial planning, manage strategies, analyze data, and prepare reports to guide informed decisions.

You will build tailored solutions to meet client goals while ensuring regulatory compliance and ethical standards. The position emphasizes clear communication, teamwork, and long-term client relationships in a local market.