Experienced Financial Advisor - Relocation
Job description
We are a culture first Wealth Management Company with offices in West Virginia & western Pennsylvania. We are on a strong expansion path and are currently looking for an experienced Financial Advisor currently employed within a Wealth Management Firm to assist with that growth.
This individual must be looking to relocate to an area within 1 hour of Bridgeport, WV by March 30, 2023.
- A 1 x relocation stipend of $2,000 will be provided where applicable.
- This individual will be responsible for servicing and growing an existing book of clients in the Bridgeport, West Virginia area (additional opportunities exist in Charleston, Parkersburg and Beckley, WV).
A* portable book of business *is not a requirement for consideration, however it would be considered a bonus and come with additional financial consideration.
Candidates must have experience independently servicing clients.
Advisors joining our team should know:
- We are a top 10 firm within Ameriprise’s 10,000 advisor network.
- There is a strong emphasis on professional and personal development at all levels of industry experience.
- There is a clearly defined advisor career path with equity ownership potential from day one.
- You will receive weekly 1-on-1 time from the firm’s Managing Partner and a Barron’s Top 1,200 Advisor.
- All advisors are paid via salary & incentive bonus, plus access to health and retirement plans. No monthly pressure filled report ins.
- You will work in a collaborative environment that emphasizes Independence, trust, and team culture.
- You are surrounded with support and proven systems so that you can focus on what you are best at, client relationships.
Each person working at our firm, is proud to help people who have worked hard to achieve their dreams and we come to work each day choosing to live values that support that legacy.
Our culture is rich with talent that continues to impress us each day. If you are driven, recognize the role and contributions others play in your success, can work independently with determination, and focus and enjoy the camaraderie of an engaged team, then please reach out to us.
General Requirements:
- FINRA License
- Knowledge in financial concepts and investment planning industry - 2+ years
- 2+ years' experience in the Financial Advisor Role
- Bachelor's Degree (Preferred)
- CFP (Preferred)
Job Type: Full-time, 40 hours per week with an excellent work environment, supportive team and fantastic benefits.' Travel required.
Job Type: Full-time
Pay: $50,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Relocation assistance
- Vision insurance
Physical setting:
- Office
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Ability to commute/relocate:
- Bridgeport, WV: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Financial Advisor: 2 years (Required)
Work Location: Hybrid remote in Pittsburgh, PA 15205
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