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Client Financial Advisor

2 months ago

Pittsburgh, Pennsylvania, United States Beltz Financial Group Full time
Job Overview

Company Overview

Beltz Financial Group is dedicated to providing tailored financial strategies that empower clients to secure their financial future and safeguard their loved ones. Our firm offers a range of business solutions, including succession planning, executive benefits, and employee welfare programs, alongside personal services focused on wealth management, retirement planning, educational funding, investment opportunities, and estate management.

Position Summary

We are seeking a full-time hybrid Client Financial Advisor to join our team at Beltz Financial Group. This role encompasses a variety of responsibilities, including financial strategy development, insurance advisory, retirement solutions, and investment counseling. While the primary work location is flexible, it allows for a combination of in-office and remote work.

Candidate Qualifications

  • Possession of an insurance license and securities license is advantageous
  • Ability to engage with diverse individuals and personalities
  • Passion for assisting clients
  • Strong goal orientation and ambition for success
  • Experience in utilizing social media and innovative marketing techniques
  • Exceptional analytical and problem-solving capabilities
  • Outstanding communication and interpersonal skills
  • Commitment to client service excellence
  • Relevant certifications (e.g., CFP, CFA, ChFC) are beneficial

Compensation and Benefits

  • Competitive salary with unlimited earning potential
  • Comprehensive benefits package
  • Support during transition - including compensation, training, and administrative assistance
  • Flexible working hours
  • Independent work structure