Investment Solutions Specialist

3 weeks ago


Pittsburgh, Pennsylvania, United States The Coury Firm Full time
Join Our Team as a Wealth Planning Professional
The Coury Firm is a leading provider of financial services, and we are 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.

As a Wealth Planning Professional, you will have the opportunity to work with a talented team of professionals who are dedicated to delivering exceptional client service. You will also have access to cutting-edge technology and resources, as well as ongoing training and development opportunities. Additionally, you will be part of a dynamic and collaborative team environment that encourages innovation and creativity.

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.

The estimated salary for this position is $100,000 - $150,000 per year, depending on experience.

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