Wealth Advisor

Looking for a results-oriented financial services professional who is interested in a long-term opportunity with a leading wealth management practice located in Pittsburgh, PA. As fiduciaries, 4Rivers puts clients first, helping high net worth families across the country protect, grow, and transfer their wealth. Our goal is to be an indispensable resource to our clients and help them make financial decisions with confidence.

YOUR RESPONSIBILITIES WILL INCLUDE, BUT NOT BE LIMITED TO:

  • Leveraging our existing client base to develop HNW referral opportunities.
  • Following up and closing new business opportunities
  • Finding more opportunities to serve current clients and add wallet share.
  • Lead, mentor, and coach less experienced team members.
  • Contributing to the Firm’s strategic direction in its elevated wealth management service offering.
  • Gathering data from clients to prepare plans/proposals.
  • Leveraging investment committee members and managing partners for client proposals and reviews
  • Helping to formulate client recommendations and present them in an easy-to-understand format.
  • Become a subject matter expert, staying current on planning issues, communicating updates

to our team, and contributing content to the Firm’s website and social media channels.

  • Generating new business opportunities by developing relationships and Centers of Influence.

THE APPROPRIATE CANDIDATE WILL POSSESS THE FOLLOWING QUALIFICATIONS:

  • Bachelors Degree & Certified Financial Planner (CFP®), MBA, or JD designation required.
  • Series 65
  • Minimum 5 years of experience working with high-net-worth clients.
  • Entrepreneurial minded approach to business
  • Excellent written, verbal, and presentation skills
  • Strong computer skills in MS Office Suite (Outlook, Word, Power Point, Excel)
  • Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone or face-to-face.

IN ADDITION, THE APPROPRIATE CANDIDATE WILL POSSESS THE FOLLOWING ATTRIBUTES AND WILL BE ABLE TO PROVIDE EXAMPLES OF HOW HE OR SHE HAS DEMONSTRATED EACH:

  • Self-confident but coachable and has a desire to be mentored.
  • Demonstrated track record of helping clients achieve positive outcomes and attracting referrals, introductions, and new business.
  • Desire to work in a dynamic, collaborative practice where each team member may wear multiple hats.
  • Live by 4Rivers Core Values: Excellence | Transparency | Integrity | Clients First ARE YOU A FIT?

4RIVERS CULTURE: Team not me | Think like an owner | Make a positive impact | Have fun!