R.A. Wylan & Co. Inc.,
Career Center

Wealth Advisor/Financial Planner- Families and Institutions

Location: Pittsburgh, PA
Job Type: Direct Hire
Salary: $75,000.00 - $80,000.00
Degree: Bachelor;
Date: 2/15/2018
Job ID: 02569084
Job Description
Our client is an investment advisory firm based near Pittsburgh.
 
We are actively recruiting for a Wealth Advisor/Financial Planner to work on a dynamic team serving upper affluent families and institutions.
 
The successful candidate will join the fast growing client service team and responsibilities will include:
  • Financial planning for multi-generational clients
  • Client onboarding support and service
  • Preparation of client reviews
  • Communication with client’s other trusted service professionals
  • Next generation education and support
Qualifications:
  • Bachelor’s degree required, CFP or comparable designation desired
  • Minimum 5 years of experience in financial services/investment advisory industry
  • Expertise with financial planning and providing client service
  • Some working knowledge of investments across asset classes
  • Superior relationship management and organizational skills
  • Strong proficiency in MS Excel and financial planning software
  • Excellent written and oral communication skills