What are the responsibilities and job description for the Entry-Level Financial Advisor position at Riverside Financial Advisors?
Entry-Level Financial Advisor
📍 Location: Plum Borough (Pittsburgh), PA
Employment Type: Full-Time | In-Office
Are you ready to launch a rewarding career where you can make a meaningful impact on the lives of others?
Riverside Financial Advisors is seeking motivated, driven, and relationship-oriented individuals looking to build a long-term career in financial services. This is an excellent opportunity for recent graduates or individuals beginning their professional journey. No prior financial advising experience is required, we provide comprehensive training, mentorship, and ongoing professional development to help you succeed.
If you're looking for a career with unlimited growth potential, a collaborative team environment, and the opportunity to build your own practice, we'd love to hear from you.
What You Can Expect
- Comprehensive training from experienced financial advisors and firm leadership
- Daily coaching and professional development opportunities
- One-on-one mentorship throughout your career
- Uncapped earning potential based on your performance and the clients you serve
- The opportunity to build equity in your own book of business
- A collaborative, in-office work environment
- Clear advancement opportunities into leadership and management roles
- The opportunity to make a positive impact on clients' financial futures every day
Responsibilities
- Generate new client appointments using firm-provided leads and prospecting strategies
- Meet with prospective and existing clients alongside experienced advisors
- Develop and grow your own client base from the beginning of your career
- Create and implement comprehensive financial plans tailored to clients' goals
- Conduct ongoing client review meetings and maintain long-term relationships
- Continue developing your knowledge of financial planning, investment strategies, and industry regulations
Qualifications
- Bachelor's degree in Finance, Business, Economics, or a related field preferred
- Open to December 2026 graduates, and alumni
- Strong communication and relationship-building skills
- Self-motivated, coachable, and goal-oriented
- Passion for helping individuals and families achieve their financial goals
- Must be a U.S. citizen or permanent resident (Visa sponsorship is not available)
- Must be able to work in our Plum Borough, PA office five days per week
- Must currently hold, or be able to obtain, a Pennsylvania Life & Health Insurance License and the Series 65 license within three months of hire