Current jobs related to Lead Advisor - Pittsburgh, Pennsylvania - Claire Myers Consulting

  • Financial Advisor/Paraplanner

    2 days ago

    Pittsburgh, Pennsylvania, United States Kestra Financial Independent Advisor Full time

    Job Description Job Description Fellow Advisor,Do you feel unappreciated?Are your ideas not taken seriously?Are tired of making your bosses rich instead of yourself?Do you feel like you are a small fish in a big sea?Do you want to differentiate yourself?Do you want to be able to let your creativity be seen?Have you considered working within a niche with...

  • Lead Financial Advisor

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...

  • Lead Financial Advisor

    4 weeks ago

    Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...

  • Lead Financial Advisor

    6 days ago

    Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...

  • Lead Financial Advisor

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...

  • Lead Financial Advisor

    3 weeks ago

    Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    About the Role Our client, a growing wealth management firm in Pittsburgh, is seeking a Lead Financial Advisor to join their team. This role offers a unique blend of responsibilities, equally divided between managing existing client relationships and driving new business development. If you are an experienced, entrepreneurial financial advisor looking for...

  • Wealth Planning Lead Advisor

    6 days ago

    Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13,...

  • M&A Advisor Lead

    2 days ago

    Pittsburgh, Pennsylvania, United States PNC Full time

    About the RoleWe are looking for a seasoned professional to lead our Mergers & Acquisitions efforts as a Senior Advisor. This is a challenging role that requires strong analytical skills, business acumen, and excellent communication abilities.The ideal candidate will have a deep understanding of the financial industry, experience with mergers and...

  • Associate Financial Advisor

    2 weeks ago

    Pittsburgh, Pennsylvania, United States Kapusta Financial Group Full time

    JOB OVERVIEW:Kapusta Financial Group is a fee-based investment advisor in the South Hills of Pittsburgh, PA seeking an experienced advisor to join our team. We excel in providing financial planning and investment management services to our clients. We work as a close-knit team in helping our clients secure their financial futures while building meaningful,...

  • Lead Wealth Advisor

    3 weeks ago

    Pittsburgh, Pennsylvania, United States Hapanowicz Financial Full time

    Lead Wealth Advisor-401(K) Specialist  Company Name Hapanowicz FinancialLocation Pittsburgh, PA Working Style Professionals Work Where We Work Best, Our Offices Are Our BaseFirm Type RIARelated Titles Wealth AdvisorRecruitment Type Professional Experience Level 5+Designation CFP, CFA, Series 65, 6, 7Technology Hapanowicz Tech StackCompensation...

  • Client Advisor Associate

    2 weeks ago

    Pittsburgh, Pennsylvania, United States CooksonPeirce Full time

    CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website: This position will...

  • Client Advisor Associate

    3 weeks ago

    Pittsburgh, Pennsylvania, United States CooksonPeirce Full time

    CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website: This position will...

  • Client Advisor Associate

    3 weeks ago

    Pittsburgh, Pennsylvania, United States CooksonPeirce Full time

    CooksonPeirce is a successful, well established wealth management firm headquartered in Pittsburgh, PA, with satellite offices in Akron, OH, Greenville, SC and Naples, FL. We currently have over $2 Billion in assets under management for over 900 private client households. Further information about our firm can be found on our website:...

  • Lead Accountant and Financial Advisor

    17 hours ago

    Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    We are seeking a highly experienced Lead Accountant and Financial Advisor to join our team at Creative Financial Staffing. The ideal candidate will have a strong background in accounting and finance, with experience in managing financial operations and providing financial guidance.About the Job:Oversight of the closing process for account reconciliations,...

  • Support Advisor

    4 weeks ago

    Pittsburgh, Pennsylvania, United States Financial Planner Recruiting, LLC Full time

    Job Description: Our client is seeking a full-time support advisor that aspires to become an Advisor in the future. This position will primarily be responsible for providing support to the Lead Advisors and would be the perfect fit for someone who is passionate about financial planning, enjoys working within a team structure, loves working with clients, and...

  • Physician Advisor

    4 days ago

    Pittsburgh, Pennsylvania, United States Highmark Health Full time

    Company :Allegheny Health NetworkJob Description : The Allegheny Health Network (AHN) is recruiting a full-time Physician Advisor to join our team located in Pittsburgh, PA.General Overview:This job assures the most cost-effective, appropriate use of health care services for patients treated at Allegheny Health Network while correlating patient clinical...

  • Financial Advisor

    2 days ago

    Pittsburgh, Pennsylvania, United States Lincoln Investment Full time

    Job Description Job Description Lincoln Investment has an exciting opportunity available for Financial Advisors located in Pittsburgh, PA.If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you've been waiting for.For over 50 years, Lincoln...

  • Financial Advisor

    4 weeks ago

    Pittsburgh, Pennsylvania, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search has partnered with a leading brokerage seeking a Financial Advisor. They are consistently recognized as a top place to work. As a Financial Advisor, your day-to-day responsibilities will include: Meet individually with clients to deliver tailored financial planning and advice. Support participants in setting and achieving their long-term...

  • Financial Advisor

    3 weeks ago

    Pittsburgh, Pennsylvania, United States Harrison Gray Search and Consulting LLC Full time

    Harrison Gray Search has partnered with a leading brokerage seeking a Financial Advisor. They are consistently recognized as a top place to work. As a Financial Advisor, your day-to-day responsibilities will include: Meet individually with clients to deliver tailored financial planning and advice. Support participants in setting and achieving their long-term...

  • Strategic Financial Growth Advisor

    8 hours ago

    Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time

    Lead Financial AdvisorClaire Myers Consulting is seeking a dynamic Lead Financial Advisor to join their team. As a key member of the organization, you will play a pivotal role in driving growth and delivering exceptional financial planning and investment advisory services.About the RoleThis is a growth-focused position for someone passionate about business...

Lead Advisor

7 days ago

Pittsburgh, Pennsylvania, United States Claire Myers Consulting Full time
Job Description Job Description

Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking aLead Advisorto join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13, including 4 Service Advisors and experienced operational staff, they are ready to grow and add a motivated professional to their ranks.

About the Role

This is a growth-focused, entrepreneurial position for someone passionate about business development and building relationships with ideal clients. The Lead Advisor will play a pivotal role in driving the firm's growth by prospecting, engaging, and bringing on board new business clients.

Key Responsibilities

  • Generate new business opportunities by identifying and targeting ideal clients, with a focus on business owners.
  • Cultivate relationships through networking, outreach, and consultative selling to convert prospects into long-term clients.
  • Design and implement tailored financial plans that align with clients' goals and objectives.
  • Serve as a trusted advisor, fostering client relationships and ensuring high levels of satisfaction and retention.
  • Collaborate with the Service Advisors and operational staff to ensure seamless onboarding and ongoing client management.
  • Achieve and exceed new business targets, with a goal of acquiring 8 financial plans per month.

Qualifications

  • Proven success in a business development or sales role, preferably in financial services or a related industry (e.g., healthcare, business solutions).
  • Series 7 and/or Series 63 licensing and Life, Accident & Health insurance licensing preferred (or willingness to obtain).
  • Experience working with business owners and understanding their unique financial needs is a plus.
  • Strong relationship-building skills and a consultative approach to sales.
  • Entrepreneurial mindset with a results-driven attitude and the ability to thrive in a goal-oriented environment.

Compensation & Benefits

  • Target base salary of $90,000 - $125,000, with performance-based earning potential (50% of revenue generated).
  • The opportunity to achieve six-figure income through recurring revenue and new business growth.
  • Supportive, collaborative work environment with mentorship from experienced advisors.