Support Advisor

4 weeks ago


Pittsburgh, Pennsylvania, United States Financial Planner Recruiting, LLC Full time
Job Description:

Our client is seeking a full-time support advisor that aspires to become an Advisor in the future. This position will primarily be responsible for providing support to the Lead Advisors and would be the perfect fit for someone who is passionate about financial planning, enjoys working within a team structure, loves working with clients, and thrives in a fast-paced environment . Duties will include attending client meetings with the Lead Advisor, data gathering, servicing client requests, and helping to develop financial plans.

Responsibilities:
  • Preparing meeting materials, assembling financial reports, modeling scenarios in proprietary planning software, and ensuring follow up items are completed in a timely manner
  • Attend client meetings with the Lead Advisor, take notes to determine action items, and become integrated into the client relationships
  • Manage client plans, monitor client activity and service client needs
  • Coordinate with the new business department to ensure all new clients are onboarded in an efficient manner, with a constant focus on the client experience
  • Participate in annual reviews, process money transfers, communicate with financial institutions and other special projects, as assigned
  • Explain financial planning, tax and investment management concepts and strategies to clients through both written and oral communication
  • Assist in developing processes and systems to drive operational efficiencies
  • As you develop your skills, additional responsibilities may be assigned to you
Desired Qualifications:
  • At least 1-5 years of experience in the financial planning industry
  • Series 65 licensure and/or insurance license OR willingness to pursue licenses is required.
  • Additional designations such as CFP or AFC are a plus
  • Tech savvy, proficient in Microsoft Office/Excel
  • Bonus points for experience with G Suite, eMoney, Advizr, Orion, Wealthbox, and/or Smart Office
  • Bachelors degree preferred
  • Team player, enthusiastic, resourceful, humble attitude
  • Comfortable with a lot of client interaction
  • Superior written and oral communication skills
  • Well organized and self-driven (will be expected to self-manage and meet deadlines)
  • Attentive to detail, excellent time management and exceptional organizational skills
  • Excited to take on new challenges and adapt to change
Benefits and Compensation:
  • Base salary, commensurate with experience
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance


  • Pittsburgh, Pennsylvania, United States ADVISOR PROPERTY MANAGEMENT LLC Full time

    **Company Overview:**We are Advisor Property Management LLC, a dynamic and growing company that values teamwork and excellence. Our mission is to provide exceptional service to our clients and communities.In this role, you will play a critical part in supporting our business operations. Your strong organizational skills, technical knowledge, and customer...


  • Pittsburgh, Pennsylvania, United States Trinity Health Full time

    About UsWe are a healthcare organization dedicated to transforming lives through compassionate care. As a Residential Care Advisor, you will play a vital role in delivering high-quality support services to individuals with intellectual disabilities/serious mental illness. Your expertise and passion for helping others will make a significant difference in the...


  • Pittsburgh, Pennsylvania, United States Kapusta Financial Group Full time

    JOB OVERVIEW:Kapusta Financial Group is a fee-based investment advisor in the South Hills of Pittsburgh, PA seeking an experienced advisor to join our team. We excel in providing financial planning and investment management services to our clients. We work as a close-knit team in helping our clients secure their financial futures while building meaningful,...

  • Financial Advisor

    24 hours ago


    Pittsburgh, Pennsylvania, United States Thrivent Full time

    Be in Business for Yourself, not By YourselfThrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as...

  • Physician Advisor

    4 days ago


    Pittsburgh, Pennsylvania, United States Highmark Health Full time

    Company :Allegheny Health NetworkJob Description : The Allegheny Health Network (AHN) is recruiting a full-time Physician Advisor to join our team located in Pittsburgh, PA.General Overview:This job assures the most cost-effective, appropriate use of health care services for patients treated at Allegheny Health Network while correlating patient clinical...

  • Financial Advisor

    2 days ago


    Pittsburgh, Pennsylvania, United States Lincoln Investment Full time

    Job Description Job Description Lincoln Investment has an exciting opportunity available for Financial Advisors located in Pittsburgh, PA.If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you've been waiting for.For over 50 years, Lincoln...


  • Pittsburgh, Pennsylvania, United States The Coury Firm Full time

    COMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth. REPORTS TO The ...


  • Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...


  • Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...


  • Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...


  • Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...


  • Pittsburgh, Pennsylvania, United States CooksonPeirce Full time

    CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website: This position will...


  • Pittsburgh, Pennsylvania, United States CooksonPeirce Full time

    CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website: This position will...


  • Pittsburgh, Pennsylvania, United States CooksonPeirce Full time

    CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website:...


  • Pittsburgh, Pennsylvania, United States Judson Group Full time

    Judson Group has been retained by a nationally recognized wealth management firm located in Pittsburgh in the search for an Associate Wealth Advisor. This individual will support the firm's Senior Advisors in serving clients, the creation of financial plans/research, and sales support. The ideal candidate will have experience preparing financial planning...

  • Service Advisor

    4 weeks ago


    Pittsburgh, Pennsylvania, United States Meineke Full time

    Benefits:Competitive salary Opportunity for advancement Training & development Benefits/PerksCompetitive Compensation Career Advancement Training and Development Comprehensive Benefits Package Employee Discounts Positive Work Environment Locally-Owned Cutting-Edge Tools and Equipment: Work-Life Balance Job Summary We are looking for a Service Advisor to...

  • Service Advisor

    3 days ago


    Pittsburgh, Pennsylvania, United States Meineke Car Care Centers Full time

    Benefits: Competitive salary Opportunity for advancement Training & development Benefits/Perks Competitive Compensation  Career Advancement  Training and Development Comprehensive Benefits Package  Employee Discounts  Positive Work Environment Locally-Owned Cutting-Edge Tools and Equipment:  Work-Life Balance Job Summary We are...

  • Financial Advisor

    4 weeks ago


    Pittsburgh, Pennsylvania, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search has partnered with a leading brokerage seeking a Financial Advisor. They are consistently recognized as a top place to work. As a Financial Advisor, your day-to-day responsibilities will include: Meet individually with clients to deliver tailored financial planning and advice. Support participants in setting and achieving their long-term...

  • Financial Advisor

    3 weeks ago


    Pittsburgh, Pennsylvania, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search has partnered with a leading brokerage seeking a Financial Advisor. They are consistently recognized as a top place to work. As a Financial Advisor, your day-to-day responsibilities will include: Meet individually with clients to deliver tailored financial planning and advice. Support participants in setting and achieving their long-term...


  • Pittsburgh, Pennsylvania, United States Eckerd Youth Alternatives Full time

    **Make a Difference in the Lives of Young People**The Residential Advisor plays a critical role in providing safe, supportive, and predictable environments for Job Corps trainees. This position requires strong leadership skills, behavior management techniques, and intentional practices to ensure the success of our young people.As a Residential Advisor, you...