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Financial Planning Analyst Opportunity - Pittsburgh PA - Boutique RIA

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JOB DESCRIPTION
Job #: 17406
Status: Active
Title: Financial Planning Analyst Opportunity - Pittsburgh PA - Boutique RIA
Job Location: PA-Pittsburgh
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV)
Job Categories: Finance; Wealth Management - Asset & Investment; Wealth Management - Personal Trust
Industries: Financial Services
Base Compensation:
Low: $40,000       High: $60,000
Total Compensation:
Low: $65,000       High: $85,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary plus bonus.
Benefits: Above average benefits including full health coverage
Overnight Travel: No Required Travel
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
Financial Planning Analyst Opportunity - Pittsburgh PA - Boutique RIA Successful Independent Fee-Only Wealth Management Firm seeks Financial Planning Analyst to assist lead relationship managers in counseling high net worth clients (1mm - 50mm level clientele) on comprehensive financial planning, estate planning, tax planning and investment management strategies.
 
Job Description:
Well established, dynamic firm; excellent opportunity for advancement. Not a sales role. No business development goals.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: 1+ years experience in the financial planning arena required. Progress towards the CFP credential is ideal.
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 1-2+
 
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