Lead Advisor Job at Claire Myers Consulting, Pittsburgh, PA

YVpXZTc1T200VGdtRjAyM28rWWZpS2tFN0E9PQ==
  • Claire Myers Consulting
  • Pittsburgh, PA

Job Description

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.

Job Tags

Similar Jobs

KOHLS

Part-Time Store Merchandising Associate (Shoes) Job at KOHLS

Part-Time Store Merchandising Associate (Shoes)Required Night and Weekend AvailabilityAbout the RoleIn this role, you will execute sales floor merchandising, pricing and recovery and deliver excellent customer service.What Youll DoExecute store merchandising standards... 

Gartner, Inc.

Executive Partner, AMSE CIO/CTO Advisory: Diversified Industries Job at Gartner, Inc.

Description About the role: Gartner Executive Programs (ExP) is a service within Gartner Executive Technology Services (ETS) and is the indispensable tool for digital leaders. It is an exclusive, membership-based organization serving over 8,500 CIOs and senior IT ...

Ampstek

Big Data Architect Job at Ampstek

Job title: Big Data Architect Work Location: Denver, CO (onsite) Minimum years of experience required: 14+ years Must Have Skills: Big Data and Hadoop ETL and Pyspark Detailed Job Descriptions: Good Knowledge Data Warehousing (ETL/BI) Testing, Big...

Chime

Web Experience Visual Designer Job at Chime

 ...About the role Were seeking a Web Experience Visual Designer to elevate the Chime.com web experience. In this role, youll drive the visual vision...  ...performance metrics to inform design decisions. Mentor junior designers and content specialists, helping evolve the team... 

Omega

eBoutique Chat Operator Job at Omega

Omega is seeking an eBoutique Chat Operator for its Miami corporate office. This role involves engaging with customers online to provide top-tier service for luxury timepieces. Candidates should have customer service experience, ideally in the luxury sector, and possess...