Job Posting for Financial Advisor – Harrisburg, PA (In-Office) at Fort Pitt Capital Group
Ready to invest in yourself? Fort Pitt Capital Group – an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture – has a unique opportunity that offers advisors multiple avenues for growth.
We are currently seeking entrepreneurial, self-motivated, team-oriented professionals ready to elevate their careers. We currently have an exciting opportunity for experienced FINRA licensed advisors who have achieved high levels of success in advising clients as well as in business development. As a registered Investment Adviser Representative (IAR) of Fort Pitt, You will have access to:
In-house financial planning and asset management teams to construct personalized financial plans that aim to achieve your clients' financial goals
Professionally developed marketing materials and business development resources
Dedicated client service staff who will leverage your time so you can focus on managing your practice
Unlimited earning potential, including a competitive base salary plus uncapped quarterly production bonus opportunities
Candidates are required to have an active Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER™ (CFP®) to be eligible and considered for this role.
What You'll Do
Required to satisfy or exceed annual production goals
Generate new business through client acquisition
Advise clients
Collaborate with other like-minded advisors
What You’ll Bring
Active Series 65 or Series 7 and Series 66 certification is required
Preference will be given to candidates who hold the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®) designation, or Chartered Financial Analyst® (CFA®) designation, or those who are committed to obtaining these qualifications within a specified time frame
A minimum of three (3) years of hands-on experience in delivering direct client advice is required for this position
Proven track record of developing business successfully through traditional channels
High School Diploma or an equivalent qualification is required
While a Bachelor's degree is preferred, we welcome candidates who possess a combination of relevant experience and education
About The Position
100% in-office work environment
Harrisburg, PA location (N Front St)
An active Series 65 or Series 7 & Series 66 or CERTIFIED FINANCIAL PLANNER™ (CFP®) is required
Reports to the Director of Sales
No direct supervisory responsibilities but does serve as a coach and mentor for other positions on the team
Regular Full-Time
Exempt/No Overtime
Work Schedule is Monday – Friday, 8:30 am – 5:00 pm
Frequent evening and weekend work may be required as job duties demand
Frequent travel to client meetings and networking events is expected for this position
Competitive base salary plus uncapped quarterly production bonus opportunities
Fort Pitt offers its eligible employees a comprehensive and competitive total rewards package, including:
Medical/Prescription, Vision, and Dental Insurance
Depending on plan selected, Fort Pitt will pay 100% of the cost of employee-only coverage
Health Savings Account (HSA) or a healthcare Flexible Spending Account (FSA)
401(k) Profit Sharing Plan
12 Paid Holidays
4 weeks of Paid Time Off (PTO), prorated during first year of employment
Fort Pitt Capital Group, LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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Office Administrator - Financial Firm - Harrisburg, PA
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