Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Pittsburgh, PA region and will be allowed to work remote.
Summary:
As a Financial Consultant, you will collaborate with our current client's clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our client's current investment services include retirement planning/cash-flow modeling, estate plan reviews and recommendations, tax planning, and insurance advice.
You will be part of an advisory team which will maintain regular contact with clients and ensure each client remains on track to achieving their unique goals. This is a consultative sales role with an expectation to promote our advisory capabilities and investment solutions to grow our base over time. You will report to the Managing Director of Wealth Management.
Location:
This position is remote; however, candidates must be based in Pittsburgh, PA or the surrounding areas. Candidates outside of these locations will not be considered.
Responsibilities:
Qualifications:
Benefits:
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