About the Role
Our client, a growing wealth management firm in Pittsburgh, is seeking a Lead Financial Advisor to join their team. This role offers a unique blend of responsibilities, equally divided between managing existing client relationships and driving new business development. If you are an experienced, entrepreneurial financial advisor looking for long-term growth potential, this could be the opportunity for you.
Key Responsibilities
- Manage and deepen relationships with an established client base.
- Develop and execute strategies to acquire new clients, leveraging your sales expertise.
- Provide comprehensive financial planning and investment advice tailored to client goals.
- Collaborate with the team to ensure a seamless client experience.
- Stay updated on industry trends and regulatory changes.
- Contribute to the firm’s growth, with potential future opportunities for equity or ownership.
Qualifications
- Minimum of 7 years of experience in financial advising.
- At least 3 years of sales or business development experience.
- CFP designation preferred but not required.
- Strong interpersonal and communication skills.
- Entrepreneurial mindset with a drive to grow the business.
- Familiarity with financial planning software and CRM systems.
Compensation
- Base salary: $100,000 - $120,000 with commissions of 10%-25% on new business development and term equity opportunity.
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What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
