About the Role

Our client, a growing wealth management firm in Pittsburgh, is seeking a Lead Financial Advisor to join their team. This role offers a unique blend of responsibilities, equally divided between managing existing client relationships and driving new business development. If you are an experienced, entrepreneurial financial advisor looking for long-term growth potential, this could be the opportunity for you.

Key Responsibilities

• Manage and deepen relationships with an established client base.
• Develop and execute strategies to acquire new clients, leveraging your sales expertise.
• Provide comprehensive financial planning and investment advice tailored to client goals.
• Collaborate with the team to ensure a seamless client experience.
• Stay updated on industry trends and regulatory changes.
• Contribute to the firm’s growth, with potential future opportunities for equity or ownership.

Qualifications

• Minimum of 7 years of experience in financial advising.
• At least 3 years of sales or business development experience.
• CFP designation preferred but not required.
• Strong interpersonal and communication skills.
• Entrepreneurial mindset with a drive to grow the business.
• Familiarity with financial planning software and CRM systems.

Compensation

• Base salary: $100,000 - $120,000 with commissions of 10%-25% on new business development and term equity opportunity.