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Koch Davis
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Financial Advisor

Financial Advisor

wellNew York, NY

yesterday

$75,000 - $150,000

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting Services
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Remote Financial Advisor (must be near Pittsburgh) | Base Salary: $75,000 - $150,000 + Performance Bonus + New Business Incentive + AUM Retention BonusAbout the Company We are hiring an experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM.
About the Role: We're hiring an experienced Financial Advisor for our Pittsburgh territory. The role is remote, but you must live within an hour of Pittsburgh. Success here depends on face-to-face relationships and real local presence, so this is a chance to own and grow a market, not to work from anywhere.
Responsibilities:
  • Drive organic business development through networking, COI relationships, and community presence
  • Service and retain existing client relationships within your territory
  • Build and deliver comprehensive financial plans, leading client meetings from start to finish
  • Collaborate with an internal planning team and relationship managers on complex situations
  • Grow both new client AUM and wallet share of existing clients
Required Skills: Bachelor's DegreeSeries 7 and Series 66 licensed (or willing to obtain - firm will sponsor) Advisors with 5+ years of true wealth management experience at an independent or mid-size RIASelf-starters who are energized by community engagement and building their own pipeline
Preferred Skills:
  • CFP a plus, not required
  • What the Compensation Looks LikeBase: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)
  • Annual performance bonus: 25% of base
  • New business incentive: 40% of net revenue on territory new business
  • Retention bonus: 3% of total territory AUM at quarter end
  • Sound like you? Let's talk.

Also on the board Same function, level within a rung

Level

Senior

Salary

$75,000 - $150,000

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

Apply for this role (opens in a new tab)