Wealth Adviso r Location: Pittsburgh, PA Type: Full-Time Salary: Base salary + variable Full benefits package included Job Summary: We are looking for an autonomous and competitive, self-driven ...
RK Partners
60 Rk Partners Jobs Hiring Near You
Wealth Adviso r Location: Pittsburgh, PA Type: Full-Time Salary: Base salary + variable Full benefits package included Job Summary: We are looking for an autonomous and competitive, self-driven ...
Client Relationship Manager-Nashville
Chicago, IL · On-site
$75K - $100K/yr
Client Relationship Manager Onsite IN Office Role during training, then M-Thurs in office year one We're looking for a Client Relationship Manager who loves building relationships, anticipates needs ...
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Client Relationship Manager-Nashville
Chicago, IL · On-site
$75K - $100K/yr
Client Relationship Manager Onsite IN Office Role during training, then M-Thurs in office year one We're looking for a Client Relationship Manager who loves building relationships, anticipates needs ...
Wealth Advisor-New York
$165K - $175K/yr
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
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Wealth Advisor-New York
$165K - $175K/yr
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
Client Relationship Manager Onsite IN Office Role during training, then M-Thurs in office year one We're looking for a Client Relationship Manager who loves building relationships, anticipates needs ...
Client Relationship Manager Onsite IN Office Role during training, then M-Thurs in office year one We're looking for a Client Relationship Manager who loves building relationships, anticipates needs ...
Financial Advisor-Seattle
$125K - $150K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
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Financial Advisor-Seattle
$125K - $150K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Investment Operations Associate-Downers Grove, IL
Chicago, IL · Hybrid
$60K - $85K/yr
Investment Operations Associate Location: Downers Grove, IL Hybrid after initial training period AboutThe Firm Our client works as a trusted guide, clarifying financial goals and helping to navigate ...
Investment Operations Associate-Downers Grove, IL
Chicago, IL · Hybrid
$60K - $85K/yr
Investment Operations Associate Location: Downers Grove, IL Hybrid after initial training period AboutThe Firm Our client works as a trusted guide, clarifying financial goals and helping to navigate ...
Portfolio Manager/ Investment Director Job Summary We are seeking a highly skilled and experienced portfolio manager/investment director to join our team. The successful candidate will possess a deep ...
Portfolio Manager/ Investment Director Job Summary We are seeking a highly skilled and experienced portfolio manager/investment director to join our team. The successful candidate will possess a deep ...
Investment Operations Associate-Downers Grove, IL
Chicago, IL · Hybrid
$60K - $85K/yr
Investment Operations Associate Location: Downers Grove, IL Hybrid after initial training period AboutThe Firm Our client works as a trusted guide, clarifying financial goals and helping to navigate ...
Quick apply
Investment Operations Associate-Downers Grove, IL
Chicago, IL · Hybrid
$60K - $85K/yr
Investment Operations Associate Location: Downers Grove, IL Hybrid after initial training period AboutThe Firm Our client works as a trusted guide, clarifying financial goals and helping to navigate ...
Financial Planning Associate The Financial Planning Associate is an integral part of the of the team whose primary responsibility is to support the advisors in building and developing all planning ...
Financial Planning Associate The Financial Planning Associate is an integral part of the of the team whose primary responsibility is to support the advisors in building and developing all planning ...
Client Service Associate -PLANO Texas-On Site Position Summary We are seeking a Client Service Associate who consistently provides exceptional service to all clients and demonstrates strong ...
Client Service Associate -PLANO Texas-On Site Position Summary We are seeking a Client Service Associate who consistently provides exceptional service to all clients and demonstrates strong ...
Associate Advisor | Pittsburgh, PA
$60K - $85K/yr
Wealth Adviso r Location: Pittsburgh, PA Type: Full-Time Salary: Base salary + variable Full benefits package included Job Summary: We are looking for an autonomous and competitive, self-driven ...
Quick apply
Associate Advisor | Pittsburgh, PA
$60K - $85K/yr
Wealth Adviso r Location: Pittsburgh, PA Type: Full-Time Salary: Base salary + variable Full benefits package included Job Summary: We are looking for an autonomous and competitive, self-driven ...
This opportunity is for advisors at any stage of their careers- from those new to the profession seeking strong training, structure, and mentorship, to experienced advisors looking for a more ...
This opportunity is for advisors at any stage of their careers- from those new to the profession seeking strong training, structure, and mentorship, to experienced advisors looking for a more ...
Client Relationship Manager Onsite IN Office Role during training, then M-Thurs in office year one We're looking for a Client Relationship Manager who loves building relationships, anticipates needs ...
Client Relationship Manager Onsite IN Office Role during training, then M-Thurs in office year one We're looking for a Client Relationship Manager who loves building relationships, anticipates needs ...
Portfolio Manager/ Investment Director Job Summary We are seeking a highly skilled and experienced portfolio manager/investment director to join our team. The successful candidate will possess a deep ...
Portfolio Manager/ Investment Director Job Summary We are seeking a highly skilled and experienced portfolio manager/investment director to join our team. The successful candidate will possess a deep ...
Wealth Adviso r Location: Pittsburgh, PA Type: Full-Time Salary: Base salary + variable Full benefits package included Job Summary: We are looking for an autonomous and competitive, self-driven ...
Wealth Adviso r Location: Pittsburgh, PA Type: Full-Time Salary: Base salary + variable Full benefits package included Job Summary: We are looking for an autonomous and competitive, self-driven ...
Investment Operations Associate-Downers Grove, IL
Downers Grove, IL · Hybrid
$60K - $85K/yr
Investment Operations Associate Location: Downers Grove, IL Hybrid after initial training period AboutThe Firm Our client works as a trusted guide, clarifying financial goals and helping to navigate ...
Quick apply
Investment Operations Associate-Downers Grove, IL
Downers Grove, IL · Hybrid
$60K - $85K/yr
Investment Operations Associate Location: Downers Grove, IL Hybrid after initial training period AboutThe Firm Our client works as a trusted guide, clarifying financial goals and helping to navigate ...
About the job The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. About you * Entrepreneurial mindset - approaches ...
About the job The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. About you * Entrepreneurial mindset - approaches ...
Client Relationship Manager Onsite IN Office Role during training, then M-Thurs in office year one We're looking for a Client Relationship Manager who loves building relationships, anticipates needs ...
Client Relationship Manager Onsite IN Office Role during training, then M-Thurs in office year one We're looking for a Client Relationship Manager who loves building relationships, anticipates needs ...
Financial Planning Associate-West L.A.
$80K - $95K/yr
Financial Planning Associate The Financial Planning Associate is an integral part of the of the team whose primary responsibility is to support the advisors in building and developing all planning ...
Quick apply
Financial Planning Associate-West L.A.
$80K - $95K/yr
Financial Planning Associate The Financial Planning Associate is an integral part of the of the team whose primary responsibility is to support the advisors in building and developing all planning ...
Financial Advisor - Licensed
$50K - $125K/yr
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to ...
Quick apply
Financial Advisor - Licensed
$50K - $125K/yr
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to ...
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Other
Medical, Dental, Vision, Retirement, PTO
Posted 11 days ago
Job description
Wealth Advisor
Location: Pittsburgh, PA
Type: Full-Time
Salary: Base salary + variable
Full benefits package included
Job Summary:
We are looking for an autonomous and competitive, self-driven person who likes challenges and achieving big goals. As a Lead Advisor, you will be instrumental in challenging the status quo and leading the charge in financial strategy and client relations. You will deliver personalized, strategic advice to high-net-worth clients while playing a pivotal role in the growth and development of our advisory team.
Responsibilities
- Client Management: Build and maintain strong relationships with clients, providing them with tailored financial solutions to meet their unique needs and objectives. Polite, courteous, and capable of being relational in order to help clients achieve their financial goals.
- Strategic Planning: Develop comprehensive financial plans and investment strategies, leveraging the latest market insights and industry trends.
- Leadership: Inspire, mentor, and lead a team of advisors, fostering a culture of innovation, collaboration, and excellence.
- Business Development: Enjoy growing and scaling new business opportunities. Identify and pursue new business opportunities, driving the growth of the firm's client base and assets under management. Has courage and confidence to work with both existing clients within practice, and hunting new opportunities (the new opportunities is where true scale and growth will drive income).
- Problem Solving: Deductive and capable of mental initiative (Solving problems with data and comfortable taking risks and filling in the gaps of missing information).
- High-Performance Environment: Thrive while multi-tasking and working under deadlines and a high-change, high-intensity environment.
- Thought Leadership: Stay ahead of industry developments and share insights with clients and colleagues, positioning the firm as a leader in wealth management.
- Compliance: Ensure all client interactions and financial plans adhere to regulatory requirements and firm policies.
Qualifications:
- Education: Bachelor's degree in Finance, Economics, Business, or a related field.
- Traits: Innovative, proactive, strategic thinker, and a natural leader.
- Skills: Exceptional client service skills, strong analytical abilities, excellent communication and presentation skills. Knowledgeable enough to provide sound and valuable advice, paying attention to key details, while supported by a team helping with back-end execution.
- Certifications: Series 7, 63, 65, or 66 licenses required. (Or required to be obtained; firm will pay & sponsor)
What We Offer:
- Competitive Compensation: A highly competitive salary and performance-based incentives.
- Professional Growth: Opportunities for continuous professional development and career advancement.
- Innovative Environment: A dynamic workplace that values creativity, encourages new ideas, and supports bold initiatives.
- Comprehensive Benefits: Health, dental, and vision insurance, 401(k) plan, and generous PTO.
- Impact: The chance to make a meaningful impact on the lives of clients and the future of our firm.
Work Location: In person