Job Summary
I am selectively building a team of high-caliber professionals, including accomplished career-changers, who are seeking to build a long-term advisory practice within a premier financial services platform. This opportunity is best suited for individuals with a proven record of achievement in a competitive, client-facing, or entrepreneurial environment who are ready to apply those skills in a more scalable and rewarding profession.
Team members operate as trusted advisors, providing customized financial strategies and developing deep, long-term client relationships. Success in this role requires strong communication skills, sound judgment, personal accountability, and the ability to convert opportunity into measurable results. Prior financial services experience is not required; however, a professional mindset and a history of performance are essential.
For individuals who demonstrate consistent execution and leadership potential, this role offers a clearly defined, merit-based path to management, with increased responsibility, compensation, and influence.
Responsibilities
- Build, develop, and retain a client base through proactive business development, professional networking, and referral-driven growth.
- Conduct in-depth discovery and financial analysis to understand client objectives, risks, and priorities, and deliver appropriately structured financial strategies.
- Serve as the primary point of accountability for client relationships, ensuring a consistently high standard of service, follow-through, and responsiveness.
- Drive results by converting opportunities into long-term client relationships through effective consultation, persuasion, and execution.
- Deliver guidance across insurance, protection, and wealth-building solutions, coordinating with internal resources as needed.
- Maintain disciplined business management practices, including accurate documentation, compliance adherence, and activity tracking.
Qualifications
- A documented history of success in a results-driven, client-facing role (e.g., outside sales, business development, consulting, technical sales, or comparable professional experience).
- The ability to communicate complex concepts with clarity and confidence, adapting messaging to diverse audiences.
- High levels of self-discipline, personal accountability, and intrinsic motivation, with the capacity to operate independently without constant supervision.
- A consultative, relationship-driven approach to client engagement, focused on long-term value rather than transactional outcomes.
- The judgment and professionalism required to collaborate effectively within a team while owning individual results.
- A demonstrated commitment to continuous professional development and mastery within a regulated, knowledge-intensive industry.
Job Type: Full-time
Pay: $100,000.00 - $140,000.00 per year
Benefits:
- 401(k) matching
- Flexible schedule
- Health insurance
Work Location: Hybrid remote in Pittsburgh, PA 15219
