What are the responsibilities and job description for the Financial Advisor position at Masis Professional Group?
Financial Advisor
Pittsburgh, PA
Our client is a fast-growing, well-established wealth management firm headquartered in Pittsburgh. They currently have over $2.5 billion in assets under management for over 1,000 private households.
Financial Advisor Responsibilities:
- Business Development: will work closely with the Regional Managing Director to develop new client relationships by working with existing partners in an established network of Centers of Influence.
- Client Advice: will work closely with the Regional Managing Director to provide a high level of personalized wealth management services to the firm’s private clients.
- Client Reviews and Retention: will be responsible for independently managing the client review process in the firm’s Client Relationship Management system (Salesforce).
- Financial Planning: must be able to develop comprehensive financial plans using the firm’s interactive planning software (MoneyGuidePro).
Financial Advisor Requirements:
- Bachelor’s Degree and significant professional designation (CFP®, CFA, etc.)
- Advanced degree (MBA, J.D., PhD) preferred
- 5 or more years of experience in one or more private client disciplines (banking, investment, trust or financial planning) preferred
- Possession of a Series 65 License, knowledge of Salesforce and/or MoneyGuidePro are desired, but not required.
Financial Advisor Compensation:
- $75K - $100K salary dependent on experience
- Bonuses based on performance
- Comprehensive benefits package
Salary : $75,000 - $100,000