Financial Services Professional

I am selectively building a team of high-caliber professionals, including accomplished career-changers, who are seeking to build a long-term advisory practice or progress into management within a premier financial services platform. This opportunity is best suited for individuals with a proven record of achievement in a competitive, client-facing, or entrepreneurial environment who are ready to apply those skills in a more scalable and rewarding profession.

Team members operate as trusted advisors, providing customized financial strategies and developing deep, long-term client relationships. Success in this role requires strong communication skills, personal accountability, and the ability to convert opportunity into measurable results. Prior financial services experience is not required; however, a professional mindset and a history of performance are essential.

For individuals who demonstrate consistent execution and leadership potential, this role offers a clearly defined, merit-based path to management, with increased responsibility, compensation, and influence.

Responsibilities

• Build, develop, and retain a client base through proactive business development, professional networking, and referral-driven growth.
• Conduct in-depth discovery and financial analysis to understand client objectives, risks, and priorities, and deliver appropriately structured financial strategies.
• Serve as the primary point of accountability for client relationships, ensuring a consistently high standard of service, follow-through, and responsiveness.
• Drive results by converting opportunities into long-term client relationships through effective consultation, persuasion, and execution.
• Deliver guidance across insurance, protection, and wealth-building solutions, coordinating with internal resources as needed.
• Maintain disciplined business management practices, including accurate documentation, compliance adherence, and activity tracking.

Qualifications

• A documented history of success in a results-driven, client-facing role (e.g., outside sales, business development, consulting, technical sales, or comparable professional experience).
• The ability to communicate complex concepts with clarity and confidence, adapting messaging to diverse audiences.
• High levels of self-discipline, personal accountability, and intrinsic motivation, with the capacity to operate independently without constant supervision.
• A consultative, relationship-driven approach to client engagement, focused on long-term value rather than transactional outcomes.
• The judgment and professionalism required to collaborate effectively within a team while owning individual results.
• A demonstrated commitment to continuous professional development and mastery within a regulated, knowledge-intensive industry.

Job Type: Full-time

Benefits:

• 401(k) matching
• Flexible schedule
• Health insurance

Work Location: Hybrid remote in Pittsburgh, PA 15219

Pay: $100,000.00 - $140,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Retirement plan

Work Location: Hybrid remote in Pittsburgh, PA 15219

Benefits:

Salary : $100,000 - $140,000