Job Description:

Job information Wealth Management Advisor (CFP track) from the Company PONTEMLA.com, this latest Wealth Management Advisor (CFP track) job vacancy is located in the city Pittsburgh, PA located in the country United States . This latest job opening is open to job seekers who have the latest education / graduate Bachelor Degree . Job Vacancies in this Finance field have been opened and published up to the specified time.

Job Responsibility:

Our client a Fortune 1000 company has opportunities for experienced advisors and inexperienced career changers to join a prestigious organization with the support and training to be the most successful advisor you can be.

Having previous finance experience is not required, as candidates will be sponsored for investment and insurance licenses and be provided with a structured training program and hands on mentorship.

The Role of a Financial Advisor:

• Build your own Financial Planning Practice
• Client Acquisition & Marketing
• Client Financial Analytics & Case Development
• Financial Plan Design
• Sophisticated Asset Management and Protection Product Implementation
• On Going Service

Candidate Characteristics:

• Motivated to work in a client facing role
• Desire to help people, including individuals, families, and businesses
• Team oriented, and comfortable with preparing and delivering presentations
• Competitive, with an entrepreneurial spirit and a vision to build and grow your own business
• High standards of integrity, competency, work ethic, and professionalism
• Experience with marketing, sales, or finance a plus

There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Tuition reimbursement
• Vision insurance

Job Type: Full-time

Job Type: Full-time

Pay: $70,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Life insurance

Compensation package:

• Commission pay

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Required)

Ability to Relocate:

• Pittsburgh, PA: Relocate before starting work (Required)

Work Location: In person

Keywords :
Closed Date : 2025-07-27