Financial Professional

Company Description

Oswald Financial is a full-service advisory firm specializing in retirement plans and wealth management. Recognized by Planadviser and Financial Times for its excellence in retirement plan advisory services, the firm provides independent and results-driven strategies to preserve and grow financial assets. With clients ranging from large corporations to individuals, Oswald Financial delivers best practices, investment due diligence, and fiduciary guidance with a commitment to high-quality service and transparent communication. The firm operates as a separate entity from LPL Financial and is an SEC-registered investment adviser. Headquartered in Pittsburgh, PA, Oswald Financial is dedicated to helping clients achieve their financial goals with integrity and expertise.

Role Description

This is a full-time hybrid role for a Financial Professional based in Pittsburgh, PA, with opportunities for remote work. Key responsibilities include creating tailored financial plans, analyzing client portfolios, preparing insightful financial reports, and collaborating with teams to develop profitable strategies. The role requires actively communicating with clients to provide financial guidance and recommendations aligned with their goals. Routine tasks could also include staying updated on market trends and ensuring compliance with regulations.

Qualifications

• Proficiency in Financial Planning and Finance principles
• Strong Analytical Skills to evaluate market trends and client portfolios
• Experience in Financial Reporting, including preparing statements and performance analyses
• Excellent Communication skills to effectively engage clients and deliver expert advice
• Ability to work both independently and as part of a team in a hybrid work setting
• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• Relevant certifications such as CFA, CFP, or similar are a plus
• Experience in retirement planning or wealth management is advantageous