Wealth Advisor: Grow Client Portfolios & Relationships

Dollar Bank; Pittsburgh (Allegheny County); On-site; USD 65,000 - 90,000; Full time

Job summary

Dollar Bank, Pittsburgh’s oldest financial institution, is seeking a Financial Advisor to build and manage a book of business in Pittsburgh. You will provide discretionary investment guidance and sound analysis across equities, fixed income, managed accounts, and alternative investments, aligning with clients’ goals.

The role emphasizes entrepreneurial client development, outbound prospecting, and comprehensive financial planning, including brokerage and advisory services.

Qualifications

• Bachelor’s degree or commensurate experience.
• Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
• Valid driver’s license and access to a reliable vehicle.
• Strong interpersonal skills.
• Strong time management and organizational skills.
• Ability to prioritize and manage multiple projects.
• Fully Licensed: FINRA 7, 66 (65 &63 or CFP) and Life/Health
• A valid driver’s license and access to a reliable vehicle.

Responsibilities

• Conduct outgoing calls to assigned accounts/leads, set appointments, and make presentations.
• Develop and maintain lead generation to promote Dollar Bank’s core values and grow the book of business.
• Provide full array of financial planning for clients, including Brokerage and Advisory services.
• Maintain relationships with Cetera personnel; conduct trainings and sales meetings.
• Stay current on products and tax laws affecting customers’ finances.
• Evaluate needs and develop plans for each customer, ensuring product suitability.
• Meet production and outreach targets and report progress.
• Maintain a strong closing ratio and knowledge of the competitive environment.

Skills

Lead generation

Client management

Financial planning

Sales targets

Education

Bachelor’s degree

FINRA 7/66/63 or CFP

Tools

Windows applications

Microsoft Word

Job description

Dollar Bank, Pittsburgh’s oldest financial institution, is seeking a Financial Advisor to build and manage a book of business in Pittsburgh. You will provide discretionary investment guidance and sound analysis across equities, fixed income, managed accounts, and alternative investments, aligning with clients’ goals.

The role emphasizes entrepreneurial client development, outbound prospecting, and comprehensive financial planning, including brokerage and advisory services.