Business Development Planner | Pittsburgh Metropolitan

1 week ago


Canonsburg, Pennsylvania, United States Networth Advisors Full time

About Us

Networth Advisors is a fast-paced financial planning firm seeking an experienced Business Development Planner to join our team in Canonsburg, PA. If you are looking for a dynamic career opportunity with opportunities to see the impact of your work day-to-day, we encourage you to apply.

Key Responsibilities:

  • Prepare and present financial plans, investment allocation models, insurance proposals, and presentations for client meetings
  • Utilize industry software to gather client and product information, compare existing solutions with available market options, and maintain detailed client files
  • Develop and deliver high-quality client correspondence, including letters and email correspondence, as well as fulfill routine client service requests, resolve inquiries, and escalate cases when necessary
  • Collaborate with clients during meetings to discuss their financial goals and objectives

Requirements:

  • A minimum of 2 years of experience in administrative office roles within a fast-paced environment
  • Financial industry experience is preferred, along with willingness to obtain security licenses (Series 65, Life, and Health)
  • Intermediate to advanced skills in MS Office Suite, particularly Excel, are required
  • Excellent communication and customer service skills, including verbal and written communication, time management, and organizational abilities

Salary Range:

  • $60,000-$85,000 per year

Benefits:

  • Health Insurance
  • 401(k) plan after 90 days
  • Paid Time Off (PTO)
  • Trip Incentives

Work Schedule:

  • Monday-Thursday: 8:00 am - 5:00 pm
  • Friday: 8:00 am – 2:00 pm


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