Client Relationship Specialist

NEW PLANNER RECRUITING

We are a national recruiting firm specializing in placing financial planning professionals with leading wealth management firms nationwide. We are representing a fee-only firm in Pittsburgh, PA that is seeking a Client Relationship Specialist to join their team. Detailed job specifications available once we connect and agree it is a mutual fit.

WELL ESTABLISHED, HIGH GROWTH, CLIENT-FOCUSED FEE-ONLY RIA.

Our client is a large RIA with a private wealth and institutional offering founded on the principles of full transparency and a fiduciary duty to clients. The firm’s strengths are a focus on concierge service in organizing clients’ financial lives and managing investments. This position is ideal for a process-oriented candidate seeking to learn how financial planning is done the right way from the ground up and for someone who could ultimately desire to develop into an advisor.

QUALIFICATIONS

BA/BS from an accredited university. Series 65 or 66 preferred. Strong desire to attain the CFP® designation. Familiarity with financial planning basics preferred. Previous exposure to Schwab, Fidelity and TD Ameritrade institutional platforms ideal. Seeking individuals who love to design processes, procedures, build and maintain systems. Have exhibited leadership, organization, self-motivation and demonstrated confidence to effectively work with clients and senior planners.

RESPONSIBILITIES WE’LL TRUST YOU WITH

You will become the internal quarterback for the client relationship by supporting our Senior Financial Planners in developing the analyses and materials to support in the delivery of high quality multidisciplinary financial planning advice. As a vital part of our team, you will communicate with clients extensively during the onboarding and planning process, as well as when ongoing service needs arise.

THE PERKS

Salary and bonus, plus various incentive comp programs for new client referrals. 100% employer paid health, disability, vision, and dental coverage. Spousal and dependent care coverage available as well. 401(k) plan with Safe Harbor match