Our client, a well-established financial advisory firm in Pittsburgh, PA, is seeking a Lead Advisor to join their dynamic team. Founded in 2008 by industry veterans with over 35 years of experience, this firm has built a strong reputation for delivering exceptional financial planning and investment advisory services. With a collaborative team of 13, including 4 Service Advisors and experienced operational staff, they are ready to grow and add a motivated professional to their ranks.
About the Role
This is a growth-focused, entrepreneurial position for someone passionate about business development and building relationships with ideal clients. The Lead Advisor will play a pivotal role in driving the firm's growth by prospecting, engaging, and bringing on board new business clients.
Key Responsibilities
- Generate new business opportunities by identifying and targeting ideal clients, with a focus on business owners.
- Cultivate relationships through networking, outreach, and consultative selling to convert prospects into long-term clients.
- Design and implement tailored financial plans that align with clients' goals and objectives.
- Serve as a trusted advisor, fostering client relationships and ensuring high levels of satisfaction and retention.
- Collaborate with the Service Advisors and operational staff to ensure seamless onboarding and ongoing client management.
- Achieve and exceed new business targets, with a goal of acquiring 8 financial plans per month.
Qualifications
- Proven success in a business development or sales role, preferably in financial services or a related industry (e.g., healthcare, business solutions).
- Series 7 and/or Series 63 licensing and Life, Accident & Health insurance licensing preferred (or willingness to obtain).
- Experience working with business owners and understanding their unique financial needs is a plus.
- Strong relationship-building skills and a consultative approach to sales.
- Entrepreneurial mindset with a results-driven attitude and the ability to thrive in a goal-oriented environment.
Compensation & Benefits
- Target base salary of $90,000 - $125,000, with performance-based earning potential (50% of revenue generated).
- The opportunity to achieve six-figure income through recurring revenue and new business growth.
- Supportive, collaborative work environment with mentorship from experienced advisors.
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
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