Wealth Advisor for High‑Net‑Worth Clients

Twenty80 LLC; Pittsburgh (Allegheny County); Sur place; USD 100 000 - 150 000; Plein temps

Avantages offerts par ce poste

Medical, dental, and vision insurance

401(k) with company match and profit‑?

Paid holidays

Annual performance reviews

Résumé du poste

Twenty80 LLC is seeking an experienced Financial Advisor to provide comprehensive financial planning and investment advisory services to individuals, families, business owners, and high‑net‑worth clients across multiple office locations.

The role offers base compensation of $100,000–$150,000+ annually, plus performance bonuses, with a flexible schedule in a collaborative, growth‑oriented wealth management practice.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• Minimum of 4 years as Financial Advisor/Wealth Advisor/Financial Planner.
• Licenses: Series 65; Insurance license or ability to maintain licensing.

Responsabilités

• Develop fee-based financial plans tailored to clients' goals.
• Provide investment advisory services including portfolio analysis and asset allocation.
• Assist with portfolio management including trading and rebalancing.
• Meet with clients individually and with other advisors to review strategies.
• Respond to client inquiries and provide ongoing financial planning support.
• Build long-term client relationships through proactive service.

Connaissances

Financial planning

Investment advisory

Client relations

Communication

Analytical skills

Interpersonal skills

Formation

Bachelor's degree in Finance/Business/Economics

Series 65 license

Insurance license

Outils

Financial planning software

Description du poste

Twenty80 LLC is seeking an experienced Financial Advisor to provide comprehensive financial planning and investment advisory services to individuals, families, business owners, and high‑net‑worth clients across multiple office locations.

The role offers base compensation of $100,000–$150,000+ annually, plus performance bonuses, with a flexible schedule in a collaborative, growth‑oriented wealth management practice.