Financial Planner Manager

5 days ago


Pittsburgh, Pennsylvania, United States The Coury Firm Full time
Career Opportunity in Financial Services
The Coury Firm is seeking a skilled Wealth Planning Professional to join our Private Wealth division. In this role, you will be responsible for providing exceptional client service and support to our Wealth Advisors, while also developing and implementing comprehensive financial plans that meet our clients' objectives. Your primary focus will be on coordinating and driving the delivery of wealth management services to our clients, including workflow management and execution.

To be successful in this role, you will need to have at least five years of related experience in financial planning and wealth management. You will also need to possess excellent communication and presentation skills, as well as the ability to collaborate effectively within a team structure. Additionally, you will be required to be proficient in Microsoft Office Suite and Portfolio Management Software.

In addition to your technical skills, you will be expected to have a high level of integrity and professionalism, with a strong commitment to delivering exceptional client service. Your exceptional problem-solving abilities and willingness to drive workflow will be essential in ensuring seamless execution of client deliverables.

The estimated salary for this position is $90,000 - $140,000 per year, depending on experience.

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