Financial Advisor/Owner
3 weeks ago
Job Title: Financial Advisor/Owner
Location: Hybrid – Western Pennsylvania, Western New York with Offices in Warren, PA
Type: Full-Time
Company Overview: Trust Capital Fiduciary Advisors is a leading financial advisory firm specializing in providing employer retirement plan investment advisory, employee education services and comprehensive financial planning and wealth management services to individuals. As a part owner, you will play a critical role in guiding the firm’s vision and strategy, as well as providing exceptional service to clients.
Job Summary: We are offering a unique position where you will build and own your own financial advisory business using the established resources and leads of Trust Capital Fiduciary Advisors. We are seeking a dedicated and experienced Financial Advisor/Owner who may already own their book of business to join our team and lead our firm to new heights. In this role, you will be responsible for providing retirement plan investment advisory and employee education services, personalized financial planning and investment management services to clients, overseeing business operations, and helping to steer the strategic direction of the firm. This position requires a blend of hands-on financial expertise, excellent client relationship management, and strong leadership skills.
Key Responsibilities:
Client Advisory:
- Provide comprehensive financial planning, including investment advice, retirement planning, estate planning, tax planning, and risk management.
- Convert existing prospect base into new investment advisory clients.
- Manage existing qualified plan sponsors.
- Create quarterly investment reviews using the Trust Capital’s software.
- Assess client needs, goals, and risk tolerance, and recommend tailored financial solutions.
- Monitor client portfolios, make adjustments as needed, and provide ongoing advice and support.
- Business Operations:
- Assist in managing daily operations, including compliance, budgeting, and reporting.
- Implement and optimize business processes and the client experience to ensure efficiency and client satisfaction.
- Oversee administrative tasks such as recordkeeping and client documentation.
- Assist with the overall marketing plan, social media and lead generation services.
Leadership and Strategy:
- Help set the vision and strategic direction of the firm, identifying opportunities for growth and development.
- Assist with building the firm into the premier financial planning office in the region.
- Stay updated on industry trends and regulatory changes to adapt business practices accordingly.
- Assist with developing a long term succession strategy.
Client Development and Retention:
- Cultivate and maintain strong relationships with clients, offering exceptional customer service.
- Develop new business opportunities through networking, referrals, and marketing strategies with a focus on the firm’s existing retirement plan prospect base.
- Conduct client reviews and maintain regular communication to stay informed of their changing needs.
Qualifications:
- Bachelor's degree in Finance, Business, Economics, or related field; advanced degree (e.g. AIF, ChFC, CFP) is a plus.
- Several years of experience as a financial advisor or similar role with a sustainable book of business.
- Strong knowledge of investment products, financial markets, and regulations.
- Excellent analytical, problem-solving, and decision-making skills.
- Exceptional interpersonal and communication skills.
- Proven ability to manage and lead a team (if applicable).
- Entrepreneurial mindset with a passion for growth and innovation.
Additional Information:
- This is a unique position for someone who is an entrepreneur and desires to build their own business with leads and resources provided by our firm.
- An opportunity to aggregate your business for a higher payout while never giving up your existing ownership.
- Opportunities for professional growth and development.
- Supportive and collaborative work environment.
- Many resources available to build your business under the Trust Capital Fiduciary Advisors brand.
Application Process: Interested candidates should submit a resume and cover letter detailing their qualifications and experience to dhalle@trustcapitalfa.com
-
Financial Advisor/Owner
4 weeks ago
Pittsburgh, United States Trust Capital Fiduciary Advisors Full timeJob Title: Financial Advisor/OwnerLocation: Hybrid – Western Pennsylvania, Western New York with Offices in Warren, PAType: Full-TimeCompany Overview: Trust Capital Fiduciary Advisors is a leading financial advisory firm specializing in providing employer retirement plan investment advisory, employee education services and comprehensive financial planning...
-
Financial Advisor/Owner
3 weeks ago
Pittsburgh, United States Trust Capital Fiduciary Advisors Full timeJob Title: Financial Advisor/Owner Location: Hybrid Western Pennsylvania, Western New York with Offices in Warren, PA Type: Full-Time Company Overview: Trust Capital Fiduciary Advisors is a leading financial advisory firm specializing in providing employer retirement plan investment advisory, employee education services and comprehensive financial...
-
Financial Advisor/Owner
2 weeks ago
Pittsburgh, United States Trust Capital Fiduciary Advisors Full timeJob Title: Financial Advisor/Owner Location: Hybrid Western Pennsylvania, Western New York with Offices in Warren, PA Type: Full-Time Company Overview: Trust Capital Fiduciary Advisors is a leading financial advisory firm specializing in providing employer retirement plan investment advisory, employee education services and comprehensive financial planning...
-
Financial Advisor
6 days ago
Pittsburgh, United States Fort Pitt Capital Group Full timeFort Pitt Capital Group an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture has a unique opportunity that offers advisors multiple avenues for growth. We are currently seeking entrepreneurial, self-motivated, team-oriented professionals ready to elevate their careers. We currently have an exciting...
-
Financial Advisor
1 week ago
Pittsburgh, United States Atria Wealth Solutions Full timeJob DescriptionJob DescriptionClearview Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Pittsburgh, PA area.Clearview Federal Credit Union is a $2 billion credit union with 120,000 members and over 20 branch locations and...
-
Financial Advisor
6 days ago
Pittsburgh, United States Atria Wealth Solutions Full timeClearview Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Pittsburgh, PA area. Clearview Federal Credit Union is a $2 billion credit union with 120,000 members and over 20 branch locations and growing rapidly. Clearview is...
-
Financial Advisor
1 day ago
Pittsburgh, United States Atria Wealth Solutions Full timeJob DescriptionJob DescriptionClearview Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Pittsburgh, PA area.Clearview Federal Credit Union is a $2 billion credit union with 120,000 members and over 20 branch locations and...
-
Financial Advisor
8 hours ago
Pittsburgh, United States Atria Wealth Solutions Full timeClearview Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Pittsburgh, PA area. Clearview Federal Credit Union is a $2 billion credit union with 120,000 members and over 20 branch locations and growing rapidly. Clearview is...
-
Portfolio Property Manager
11 hours ago
Pittsburgh, United States ADVISOR PROPERTY MANAGEMENT LLC Full timeJob description Financial Duties: Collect Rent and Handle Delinquency for each unit/tenant Collect, secure, and return security deposits Review and approve utility bills, tax payments, repair bills, etc Some may require special approval per the owner Prepare monthly owner statements Able to discuss and justify expenses and income Review, accept or deny...
-
Portfolio Property Manager
1 month ago
Pittsburgh, United States ADVISOR PROPERTY MANAGEMENT LLC Full timeJob DescriptionJob DescriptionJob descriptionFinancial Duties:Collect Rent and Handle Delinquency for each unit/tenantCollect, secure, and return security depositsReview and approve utility bills, tax payments, repair bills, etcSome may require special approval per the ownerPrepare monthly owner statementsAble to discuss and justify expenses and...
-
Portfolio Property Manager
1 day ago
Pittsburgh, United States ADVISOR PROPERTY MANAGEMENT LLC Full timeJob DescriptionJob DescriptionJob descriptionFinancial Duties:Collect Rent and Handle Delinquency for each unit/tenantCollect, secure, and return security depositsReview and approve utility bills, tax payments, repair bills, etcSome may require special approval per the ownerPrepare monthly owner statementsAble to discuss and justify expenses and...
-
Portfolio Property Manager
21 hours ago
Pittsburgh, United States ADVISOR PROPERTY MANAGEMENT LLC Full timeJob DescriptionJob DescriptionJob descriptionFinancial Duties:Collect Rent and Handle Delinquency for each unit/tenantCollect, secure, and return security depositsReview and approve utility bills, tax payments, repair bills, etcSome may require special approval per the ownerPrepare monthly owner statementsAble to discuss and justify expenses and...
-
Financial Paraplanner-HYBRID
4 days ago
Pittsburgh, United States Allegheny Financial Group Full timeAFG is seeking a motivated, organized, and detail oriented Financial Paraplanner to collaborate with and support a team of financial planners and advisors. The Financial Paraplanner will also work closely with the Operations Team on various projects and will be responsible for running reports and working with many data points. This position is part of an...
-
Financial Paraplanner-HYBRID
22 hours ago
Pittsburgh, United States Allegheny Financial Group Full timeAFG is seeking a motivated, organized, and detail oriented Financial Paraplanner to collaborate with and support a team of financial planners and advisors. The Financial Paraplanner will also work closely with the Operations Team on various projects and will be responsible for running reports and working with many data points. This position is part of an...
-
Private Client Financial Adv
4 weeks ago
Pittsburgh, United States Citizens Financial Group, Inc. Full timeAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with p Financial Advisor, Private, Financial Planning, Financial, Investment, Client Relations
-
Financial Planning Intern
2 days ago
Pittsburgh, United States Advisor Business Solutions Full timeJob DescriptionJob DescriptionPosition: Financial Planning InternLocation: Pittsburgh, PennsylvaniaDuration: 8-12 weeksCompensation: $20 per hourAbout BLX Internship: The BLX Internship Program is designed to provide students and recent graduates with hands-on experience in the financial planning industry. Our mission is to cultivate the next generation of...
-
Financial services and Insurance Advisor
2 weeks ago
Pittsburgh, United States Transamerica Agency Network Full timeJob DescriptionJob DescriptionAre you looking for a new career path? We are willing to train the right candidates, you must be willing to obtain a life insurance license to start. Silver Oak Financial and Transamerica offers one of the best places to start and grow an insurance practice. We are looking for licensed life insurance advisors, Teams and...
-
Financial services and Insurance Advisor
19 hours ago
Pittsburgh, United States Transamerica Agency Network Full timeJob DescriptionJob DescriptionAre you looking for a new career path? We are willing to train the right candidates, you must be willing to obtain a life insurance license to start. Silver Oak Financial and Transamerica offers one of the best places to start and grow an insurance practice. We are looking for licensed life insurance advisors, Teams and...
-
Financial Advisor
2 weeks ago
Pittsburgh, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionGET MORE OUT OF YOUR CAREERChoose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally and financially.FINANCIAL PLANNING WITH NORTHWESTERN MUTUALAre you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the...
-
Financial Advisor
2 days ago
Pittsburgh, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionGET MORE OUT OF YOUR CAREERChoose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally and financially.FINANCIAL PLANNING WITH NORTHWESTERN MUTUALAre you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the...