Lead Wealth Advisor

Hapanowicz Financial offers a comprehensive benefits package for a Lead Wealth Advisor in Pittsburgh, onsite. This role centers on delivering personalized financial guidance, ongoing advisory services, and holistic planning for individuals and families.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tution reimbursement
• Vision insurance

Position overview

Lead wealth advisor delivering personalized financial guidance and ongoing advisory services to clients, focusing on comprehensive financial planning, investment strategy, and tax planning.

Responsibilities

• Create tailored financial plans that align with clients' short-term and long-term goals.
• Advise on investment options based on clients' objectives and risk tolerance.
• Regularly monitor client portfolios and adjust holdings to stay aligned with goals and market conditions.
• Guide retirement, estate, tax, and education planning by assessing needs and proposing solutions.
• Schedule and conduct periodic meetings to review plans and client circumstances.
• Explain complex financial concepts in accessible terms to help clients make informed decisions.
• Maintain current knowledge of regulations and ensure client interactions and transactions comply with legal requirements.
• Coordinate with tax advisors, estate planners, and other professionals to provide comprehensive advice.
• Address client questions and concerns promptly with accurate information.

Requirements

• In-depth knowledge of financial planning, investment strategies, retirement planning, tax laws, and estate planning.
• Strong analytical abilities to analyze financial data, assess risk, and develop effective strategies.
• Excellent verbal and written communication skills to clearly convey complex concepts.
• Strong interpersonal skills to build trust and rapport with clients and understand their goals.
• Thorough understanding of relevant financial regulations and compliance requirements.
• Problem-solving skills to identify issues and develop tailored solutions for unique situations.
• Familiarity with financial planning software, investment platforms, and technology tools to enhance efficiency and service quality.

Compensation

USD 115,000 - 200,000 per year

Job type

Full-time

Location

Pittsburgh, PA 15220 (Onsite, In person)

Relocation

Relocate with an employer provided relocation package (Required)