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Certified Financial Planner / Advisor
DWD Portfolio Solutions Inc
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Details

Posted: 22-Jun-22

Location: Pittsburgh, Pennsylvania

Type: Full Time

Preferred Education: 4 Year Degree

Salary: 68,000

Categories:

Finance

Sector:

Wealth Management

DWD is a women owned business and we are looking for a Certified Financial Planner to help add clients to the DWD client base. You will be asked to help build an online presence, coordinate lead generation resources and be a relationship manager for clients.  

Advisor can expect to focus their work in the following areas:

  • Business development, resources provided by DWD
  • Develop and implement new marketing strategies
  • Client onboarding: data gathering, presenting investment portfolios and financial plans
  • Client relationship management including ongoing and regular client contact and communications

Requirements:

  • Certified Financial Planner certificate or passed CFP exam 
  • Minimum 1 year experience with either an RIA or Broker Dealer
  • Experience with portfolio management, financial planning and tax strategies
  • Desire and ability to work successfully in a small company environment
  • Strong verbal, writing and listing skills
  • Flexible hours for new Mom
  • Paid vacation, holidays and sick days 
  • 401k with company contribution 
  • Health insurance benefits 

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About DWD Portfolio Solutions Inc
Outstanding opportunity for a next generation financial advisor to join a seasoned investment and financial planning team located 1910 Cochran Rd Pittsburgh PA. This is a chance to work with a successful team of advisors leading an independent RIA. We are looking for a detail-oriented and ethical professional with an entrepreneurial attitude to join our winning team. 
Connections working at DWD Portfolio Solutions Inc
https://fpajobboard.org/jobs/16932424/certified-financial-planner-advisor
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