Financial Advisor

Posted 24 Days Ago
Be an Early Applicant
Pittsburgh, PA
Mid level
Insurance
The Role
As a Financial Advisor, you will conduct one-on-one meetings with clients to provide financial guidance, execute group presentations, collaborate with the internal retirement team, and engage in ongoing education to enhance industry knowledge.
Summary Generated by Built In

POSITION SNAPSHOT

  • Title: Financial Advisor 
  • Department: HB Retirement
  • Location: Pittsburgh, PA
  • Responsibilities: Conduct one-on-one meetings and provide guidance, Execute group presentations, Work with internal HB Retirement team, Continue education
  • Perks: Tuition reimbursement, student loan relief, flexible work arrangements, paid holidays, matching 401(k) 

POSITION DETAILS
You can expect your typical day as a Financial Advisor to include the following:

  • Client Service & Participant Engagement: Conduct individual one-on-one meetings, Analyze and complete financial planning for participants, Provide guidance and future planning for participants, Disseminate information from the investment committee to participants.
  • Educational and Group Presentations: Perform group/online educational presentations, Attend retirement plan committee meetings
  • Internal Collaboration: Attend internal investment committee meetings, Work within a team environment
  • Continuing education: Expand and maintain industry knowledge by attending meetings, education sessions, research, and formal continuing education programs.

We are interested in speaking with optimistic and self-motivated individuals who are searching for a dynamic career path and growth opportunities in a professional setting.

  • Bachelor’s Degree in Finance or a related field required 
  • 3-5 years minimum in financial services 
  • Series 7/ Series 66/Life Accident & Health-preferred
  • Experience with corporate retirement plans
  • Demonstrated ability to sell products/solutions
  • Mastery level knowledge of financial products
  • Proficient skills in office technology such as Microsoft Office
  • Exceptional public speaking skills and willingness to conduct group presentations


ABOUT US
Henderson Brothers is a fourth-generation, family-owned insurance brokerage firm that emphasizes doing what is right for our clients and colleagues. We value kindness, humility, teamwork, and a desire to provide truly exceptional service and solutions to our clients. It is these values that have earned our nomination as a Top Workplace in the Pittsburgh, PA area.
Henderson Brothers supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.
 

The Company
HQ: Pittsburgh, PA
184 Employees
On-site Workplace
Year Founded: 1893

What We Do

Since 1893, generations have turned to Henderson Brothers for insurance and expertise to shield them from risk in both good times and bad. Today, we offer insurance and consultation to customers both regionally and internationally. Our deep bench of more than 175 experts is ready to assist you plus provide access to many of the nation’s largest and most respected insurance carriers and their resources.

We are proud to offer solutions in risk management; to design benefit plans to attract and retain our region’s top talent; and to service lines of commercial, personal property, and casualty insurance.

Similar Jobs

Bank of America Logo Bank of America

Financial Solutions Advisor - Consumer Investments - Suburban Philadelphia Market

Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
East Norriton, PA, USA
208000 Employees
Malvern, PA, USA
809 Employees
Pittsburgh, PA, USA
20 Employees

Bank of America Logo Bank of America

Financial Solutions Advisor - Consumer Investments - Pittsburgh Market

Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Bridgeville, PA, USA
208000 Employees

Similar Companies Hiring

Flume Health Thumbnail
Software • Insurance • Healthtech
US
22 Employees
Spark Advisors Thumbnail
Software • Sales • Other • Insurance • Healthtech
New York, NY
73 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account