Financial Planning Specialist, Investment Portfolio Manager

3 weeks ago


Pittsburgh, United States Dollar Bank Full time
Job Overview

Dollar Bank is seeking a highly skilled and experienced Financial Advisor to join our team in Pittsburgh. As a key member of our wealth management department, you will be responsible for providing expert financial guidance and advice to businesses and individuals.

Key Responsibilities
  • Develop and maintain long-term relationships with clients, providing personalized investment strategies and portfolio management services.
  • Evaluate client needs and develop comprehensive financial plans, including brokerage and advisory services.
  • Stay up-to-date on market trends and regulatory changes, ensuring compliance with all relevant laws and regulations.
  • Maintain accurate records and files, adhering to Cetera guidelines and industry standards.
Requirements
  • Bachelor's degree or equivalent experience required.
  • Minimum 3 years of experience selling mutual fund products, life insurance, stocks, and bonds.
  • Valid driver's license and reliable transportation required.
  • Strong interpersonal and communication skills, with ability to build trust and rapport with clients.
Benefits

Full-time employees are eligible for a comprehensive benefits package, including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement.

Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement.



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