Are you interested in working for a wealth management firm dedicated to helping financially successful individuals, families, businesses and other organizations achieve their dreams by providing integrated wealth management and investment strategies for every twist and turn encountered over a lifetime? Where every decision reflects our core values which center around what is best for our clients? And that is committed to providing each client with exceptional wealth management and highly-responsive, client-oriented levels of service? If so, then look no further…
We are an independent wealth management firm with approximately $1.83 billion in assets under management. We have recently been named by the Financial Times as one of the top 300 registered investment advisors (RIA) in the country.*
We are actively seeking a Senior Lead Wealth Advisor as part of our growth initiative. This key position will be based in Pittsburgh, Pa.
Develop and implement comprehensive financial and investment plans for clients
Build strong client relationships
Participate in the business development processes for continued growth
Provide leadership and supervision to advisor support and other team members
Must be willing to travel for client meetings. (approximately 15% overnight)
Bachelor’s degree; preferably in accounting or finance
10+ years of experience in client service role (financial, accounting, investment, insurance industry)
3+ years of supervisory/managerial experience
CFP, CPA/PFS, or Series 65 or 66 securities license, on track for CFP.
Registered Investment Advisor Representative registration or qualification to become registered
Experience in business development
Additional Salary Information: Salary Commensurate with experience. We provide Excellent Benefits and Generous Paid Time Off programs.