Wealth Management Advisor

CivicMinds, Inc; Pittsburgh (Allegheny County); On-site; Full time

Benefits offered by this job

Competitive Compensation

Professional Growth

Innovative Environment

Comprehensive Benefits

Job summary

A leading financial advisory firm seeks a self-driven Lead Advisor who excels in client management and strategic planning. This role requires a minimum of 7 years in wealth management, exceptional analytical skills, and various financial certifications. You will lead a team, solve complex financial problems, and drive growth opportunities while ensuring compliance with industry standards. The firm offers competitive compensation, professional growth, and comprehensive benefits in a dynamic work environment.

Qualifications

• Minimum of 7 years of experience in wealth management or financial advisory roles.
• Proven track record of success in previous roles.
• Series 7, 63, 65, or 66 licenses required.

Responsibilities

• Build and maintain relationships with clients providing tailored financial solutions.
• Develop comprehensive financial plans and investment strategies.
• Inspire, mentor, and lead a team of advisors.
• Identify and pursue new business opportunities.
• Solve problems with data and take calculated risks.
• Thrive in a high-performance environment with deadlines.
• Stay ahead of industry developments to share insights.

Skills

Exceptional client service skills

Strong analytical abilities

Excellent communication and presentation skills

Ability to provide sound financial advice

Education

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

MBA or CFP certification (preferred)

Job description

We are looking for an autonomous and competitive, self-driven person who likes challenge and achieving big goals. As a Lead Advisor, you will be instrumental in challenging the status quo and leading the charge in financial strategy and client relations. You will deliver personalized, strategic advice to high-net-worth clients while playing a pivotal role in the growth and development of our advisory team.

Responsibilities

• Client Management: Build and maintain strong relationships with clients, providing them with tailored financial solutions to meet their unique needs and objectives. Polite, courteous, and capable of being relational in order to help clients achieve their financial goals.
• Strategic Planning: Develop comprehensive financial plans and investment strategies, leveraging the latest market insights and industry trends.
• Leadership: Inspire, mentor, and lead a team of advisors, fostering a culture of innovation, collaboration, and excellence.
• Business Development: Enjoy growing and scaling new business opportunities. Identify and pursue new business opportunities, driving the growth of the firm’s client base and assets under management. Has courage and confidence to work with both existing clients within practice, and hunting new opportunities (the new opportunities is where true scale and growth will drive income).
• Problem Solving: Deductive and capable of mental initiative (Solving problems with data and comfortable taking risks and filling in the gaps of missing information).
• High-Performance Environment: Thrive while multi-tasking and working under deadlines and a high-change, high-intensity environment.
• Thought Leadership: Stay ahead of industry developments and share insights with clients and colleagues, positioning the firm as a leader in wealth management.
• Compliance: Ensure all client interactions and financial plans adhere to regulatory requirements and firm policies.

Qualifications

• Education: Bachelor’s degree in Finance, Economics, Business, or a related field. MBA or CFP certification is preferred.
• Experience: Minimum of 7 years of experience in wealth management or financial advisory roles, with a proven track record of success.
• Traits: Innovative, proactive, strategic thinker, and a natural leader.
• Skills: Exceptional client service skills, strong analytical abilities, excellent communication and presentation skills. Knowledgeable enough to provide sound and valuable advice, paying attention to key details, while supported by a team helping with back-end execution.
• Certifications: Series 7, 63, 65, or 66 licenses required.

What We Offer

• Competitive Compensation: A highly competitive salary and performance-based incentives.
• Professional Growth: Opportunities for continuous professional development and career advancement.
• Innovative Environment: A dynamic workplace that values creativity, encourages new ideas, and supports bold initiatives.
• Comprehensive Benefits: Health, dental, and vision insurance, 401(k) plan, and generous PTO.