Financial Advisor, Wealth Management

Unclassified - Pittsburgh, PA

Full-time - Mid Level

Pittsburgh, PA

About the position

The Financial Advisor position at Dollar Bank involves providing discretionary investment guidance to businesses and individuals. The role focuses on building and maintaining long-term relationships with a portfolio of financially successful clients while offering sound advice on various investment options, including equities, fixed income instruments, and alternative investments. Candidates should possess an entrepreneurial mindset and be adept in client management, development, and financial consultancy.

Responsibilities

• Make outgoing calls to assigned accounts/leads from Dollar Bank personnel, set appointments, and make presentations.
• Develop and maintain lead generation through centers of influence to promote Dollar Bank's core values and increase book of business.
• Provide full array of financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services.
• Maintain effective relationships with all Cetera financial services personnel and conduct training and sales meetings with assigned partnerships and licensed bank employees.
• Stay current and up to date on products and tax laws affecting customers' finances.
• Evaluate customer current and future needs through a thorough review of their current life's situation and develop a plan for each customer.
• Ensure in all cases product/risk suitability for each customer.
• Meet goals established for production, outbound calls, cross referrals, etc., and report progress.
• Maintain strong closing ratio from prospect to sale.
• Be well informed of the competitor environment.
• Complete and file all necessary paperwork and comply with all rules, regulations, and policies of Dollar Bank, Cetera, and regulatory authorities.

Requirements

• Bachelor's degree or commensurate experience is required.
• Three years of experience selling mutual fund products, life insurance products, stocks, and bonds.
• Valid driver's license and access to a reliable vehicle is required.
• Strong interpersonal skills.
• Strong time management and organizational skills.
• Ability to prioritize and manage multiple projects.
• Functional familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word.
• NASD Series 7, Series 63, Series 65 or 66 & Life and Health Licenses.

Benefits

• Competitive Salary
• Full-Time Position
• Day Shift
• No Commission