Remote Wealth Advisory Consultant – Pittsburgh Area

Powerwell; Pittsburgh (Allegheny County); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Employer HSA Contribution

Opt Out Credit

401(k) Employer Match

Free Access to a Workplace Financial  

Job summary

Powerwell is a leading recruitment firm optimizing talent placement. We are recruiting a Financial Consultant to collaborate with our client’s clients while expanding relationships across high net worth individuals, endowments & foundations, businesses, and qualified plans.

You will report to the Managing Director of Wealth Management and promote advisory capabilities and investment solutions. The role allows remote work with Pittsburgh-based candidates and requires building wealth plans,

Qualifications

• Bachelor’s degree or higher.
• Over five years’ relevant experience.
• Series 6, 63, & 65 or Series 7 & 66 required or willing to pursue upon hire.
• Certified Financial PlannerTM or comparable professional designation preferred, or the willingness to pursue a comparable designation.
• Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred.
• Must be able to pass a FINRA BrokerCheck with no disclosures on their background.
• Comfortable working in a new territory with no existing client base.
• Be able to network well, find your own leads, create leads, and follow up on leads.
• A proven record of achieving new business.
• Employer HSA Contribution
• Opt Out Credit
• 401(k) Employer Match
• Free Access to a Workplace Financial Advisor
• Compensation: $75k-150k base salary depending on experience; additional incentive/commission-based compensation expected.

Responsibilities

• Establish trust as main advisor for wealth management needs.
• Discuss client investment goals considering risk tolerance, asset allocation, cash flow requirements, tax sensitivity and life events.
• Work with the advisory team to implement investment plans and coordinate adjustments.
• Monitor client investment portfolios and performance.
• Communicate insights for clients regarding contributors and detractors.
• Advise high net worth clients as needed and consult mid-market institutional clients.
• Coordinate the creation of detailed wealth management plans for individuals.
• Organize the creation consulting reports for institutions.
• Help present plans to clients effectively and clearly.
• Actively seek new business opportunities.
• Develop essential knowledge of our financial planning software and technology.
• Track all client and prospect interactions using Salesforce.
• Participate in regular internal meetings.
• Work on a schedule that best suits client needs.

Skills

Business development

Wealth management knowledge

Education

Bachelor’s degree or higher

Tools

Salesforce.com

Sales Navigator

LinkedIn

Job description

Powerwell is a leading recruitment firm optimizing talent placement. We are recruiting a Financial Consultant to collaborate with our client’s clients while expanding relationships across high net worth individuals, endowments & foundations, businesses, and qualified plans.

You will report to the Managing Director of Wealth Management and promote advisory capabilities and investment solutions. The role allows remote work with Pittsburgh-based candidates and requires building wealth plans,