What are the responsibilities and job description for the Wealth Management Advisor position at Kapusta Financial Group?
JOB OVERVIEW:
Kapusta Financial Group is a fee-based investment advisor in the South Hills of Pittsburgh, PA seeking an experienced advisor to join our team. We excel in providing financial planning and investment management services to our clients. We work as a close-knit team in helping our clients secure their financial futures while building meaningful, long-lasting relationships.
The Wealth Advisor Associate position is a support role to the lead advisor. The position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers a comprehensive client solution. This individual must have strong relationship management skills, be reliable, organized and deadline driven.
QUALITIES:
- Knowledge of key financial, investment, and risk management concepts
- Able to lead review meetings with existing clients
- Comfortable with presentations and telephone conversations
- Excellent listener and communicator with clients
- Expertise in client service with a passion to help team and clients
- Possesses strong analytical skills
- Excellent computer skills (Word, Excel; ability to learn in-house investment management, financial planning, and CRM software)
- Dedicated to developing a career within the financial services industry
FUNCTIONAL RESPONSIBILITIES:
- Conduct investment research (ETF’s, Mutual Funds, & securities)
- Production of performance reports
- Assist with quarterly investment rebalancing
- Support the lead advisor in all areas of the client relationship
- Participate in client meetings with lead advisor to develop client acquisition skills and to support the conversion of prospects to clients
- Prepare for and lead ongoing client review meetings
- Coordinate and implement financial plans under the supervision of the lead advisor
- Attend meetings with lead advisor and take responsibility of follow-up tasks
- Development of relationships with clients and provide basic advice
EDUCATION & EXPERIENCE:
- Background and experience in the financial services industry and investment research
- 3 years of financial advice and relationship management experience
- Bachelor’s degree in business, economics, finance, or equivalent work experience with background in the financial services industry is required
LICENSES & CREDENTIALS:
- Active Series 65 or Series 7 and Series 66 certification is required
- CERTIFIED FINANCIAL PLANNER™ (CFP®) designation preferred but not required
