Business Development Planner | Pittsburgh Metropolitan
1 week ago
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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