Pittsburgh area wealth management company is in need of a Lead Client Advisor. The selected candidate will work closely with the Lead Advisor and be responsible for daily activities to include:

  • Ongoing account maintenance matters and promptly responding to client inquiries and requests
  • Schedule and prepare all materials needed for quarterly client investment reviews and for managing the client review process in the firm’s Client Relationship Management system.
  • Develop comprehensive financial plans using the firm’s interactive planning software.
  • Input and ongoing management of calendars, client information, activities, correspondence, investment accounts and financial plans.
  • Work proactively with the client’s outside professionals to ensure that the client is benefitting from the coordination of all professional services.

Requirements:

  • Bachelor’s Degree.
  • Interest in pursuing or candidate of relevant professional designation or advanced degree.
  • 5+ years experience in one or more private client disciplines
  • Broad knowledge of wealth management and financial planning practices.
  • Exceptional communication skills.
  • Strong personal and entrepreneurial drive.
  • Possession of a Series 65 License, knowledge of Salesforce and/or MoneyGuidePro are preferred but not required.

To apply for this job email your details to pancoaststaffing7@gmail.com