Financial Advisor

Pittsburgh, PA

Full Time

HB Retirement

Mid Level

POSITION SNAPSHOT

Title: Financial Advisor
Department: HB Retirement
Location: Pittsburgh, PA
Responsibilities: Conduct one-on-one meetings and provide guidance, Execute group presentations, Work with internal HB Retirement team, Continue education
Perks: Tuition reimbursement, student loan relief, flexible work arrangements, paid holidays, matching 401(k)

POSITION DETAILS
You can expect your typical day as a Financial Advisor to include the following:

Client Service & Participant Engagement: Conduct individual one-on-one meetings, Analyze and complete financial planning for participants, Provide guidance and future planning for participants, Disseminate information from the investment committee to participants.
Educational and Group Presentations: Perform group/online educational presentations, Attend retirement plan committee meetings
Internal Collaboration: Attend internal investment committee meetings, Work within a team environment
Continuing education: Expand and maintain industry knowledge by attending meetings, education sessions, research, and formal continuing education programs.

We are interested in speaking with optimistic and self-motivated individuals who are searching for a dynamic career path and growth opportunities in a professional setting.

Bachelor’s Degree in Finance or a related field required
3-5 years minimum in financial services
Series 7/ Series 66/Life Accident & Health-preferred
Experience with corporate retirement plans
Demonstrated ability to sell products/solutions
Mastery level knowledge of financial products
Proficient skills in office technology such as Microsoft Office
Exceptional public speaking skills and willingness to conduct group presentations

ABOUT US
Henderson Brothers is a fourth-generation, family-owned insurance brokerage firm that emphasizes doing what is right for our clients and colleagues. We value kindness, humility, teamwork, and a desire to provide truly exceptional service and solutions to our clients. It is these values that have earned our nomination as a Top Workplace in the Pittsburgh, PA area.

Henderson Brothers supports workplace diversity and does not discriminate on the basis of race, color, religion, gender identity or expression, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, physical or mental disability, or any other protected class.

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