Financial Planner - Pittsburgh, PA

Fort Pitt Capital Group – an independent Registered Investment Advisor (RIA) – is currently seeking a Financial Planner to join our team. The Financial Planner will play a crucial role in supporting the firm’s Financial Advisors by preparing detailed financial plans, analyzing client data, and providing technical expertise. You’ll collaborate closely with advisors to ensure their clients receive top-tier, customized financial advice. This role is ideal for someone with a deep understanding of financial planning and an interest in working behind the scenes to enhance client outcomes.What You'll DoPartner with Financial Advisors to create and refine client-specific financial plansAnalyze client data (investments, tax returns, estate documents) to provide actionable recommendationsDevelop retirement, tax, and estate planning strategies for advisors to presentContinuously monitor and adjust financial plans for life events, market shifts, and regulatory changesProvide technical support and financial planning insights to advisors during client meetingsStay updated on financial planning tools and trends to improve internal processesProvide best practices and guidance to Paraplanners, elevating their capabilitiesCollaborate across Advisor Teams, including Retirement Plan Services, to ensure alignment and timely execution of planning projectsPresent financial planning updates and strategies at key Firm meetings (e.g., Monthly Advisor Sales Meeting, Firm Meeting)Escalate critical issues to senior management when necessary, and handle challenges independently as appropriateImplement best practices to ensure accuracy and timeliness of financial planning reportsQualificationsEducation:Bachelor’s degree in Finance, Business, Economics, or related field; or High School Diploma (or equivalent) with 2 years of relevant experience in financial services is required CERTIFIED FINANCIAL PLANNER™ (CFP®) designation or a strong commitment to obtaining this designation within a specified time frame is strongly preferredExperience:Minimum of 2 years of experience in Financial Planning or as a Financial Advisor is required Experience at a Registered Investment Advisor (RIA) or Broker/Dealer is preferred Technical Skills:Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) is requiredExperience with financial planning software is required (eMoney preferred, Holistiplan a plus)Experience with Microsoft Dynamics CRM or a similar customer relationship management system is strongly preferredKnowledge, Skills, & Abilities:Strong understanding of finance and investment markets/securitiesCritical thinking and strong analytical skills, with proficiency in Excel for financial analysis and forecastingAbility to identify and understand drivers of both favorable and unfavorable variances in financial planning outcomes for clients and prospectsExceptional attention to detail, with the ability to meet deadlines and achieve desired business outcomesExcellent communication skills, capable of conveying complex financial information in an understandable manner to all levels within the firmProven ability to build strong relationships with business partners and team members, fostering collaboration and accountabilityMotivated to make a positive impact on the team and the firm for the greater goodPosition DetailsLocation: Green Tree, PA location (Foster Plaza)Reporting To: Director of SalesSchedule: Monday – Friday, 8:30 am – 5:00 pmOccasional evening and weekend work may be required as job duties demandWork Arrangement: After 6-months, 4 days in-office and 1 day remote Employment Type: Full-Time (40 hours per week),Travel: Little to no travel requiredCompensation: Competitive base salary BenefitsFort Pitt offers a comprehensive and competitive total rewards package, including:Medical/Prescription, Vision, and Dental Insurance Health Savings Account (HSA) or Flexible Spending Account (FSA)401(k) Profit Sharing Plan12 Paid Holidays4 weeks of Paid Time Off (PTO), prorated in the first yearAbout Fort Pitt Capital GroupFort Pitt is a trusted fiduciary investment advisory firm with offices in the Greater Pittsburgh and Central PA regions. Our mission is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management. Since our inception in 1995, we have focused on continued growth, and as a well-established and highly respected firm, we are regularly featured in CNBC, Forbes, Barron's, Financial Advisor, Harrisburg Magazine, and Pittsburgh Business Times.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.Powered by JazzHRFiqmMQonBd