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Financial Advisor / Owner
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Full-time
- Location: Hybrid Western Pennsylvania, Western New York with Offices in Warren, PA
- Company Overview: Trust Capital Fiduciary Advisors is a leading financial advisory firm specializing in providing employer retirement plan investment advisory, employee education services and comprehensive financial planning and wealth management services to individuals.
- We are seeking a dedicated and experienced Financial Advisor/Owner who may already own their book of business to join our team and lead our firm to new heights.
- In this role, you will be responsible for providing retirement plan investment advisory and employee education services, personalized financial planning and investment management services to clients, overseeing business operations, and helping to steer the strategic direction of the firm.
- Provide comprehensive financial planning, including investment advice, retirement planning, estate planning, tax planning, and risk management.
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