Lead Financial Advisor Hapanowicz Financial

Company Name Hapanowicz & Associates Financial Services, inc.

Location Pittsburgh, PA

Working Style Professionals Work Where We Work Best, Our Offices Are Our Base

Firm Type RIA

Related Titles Wealth Advisor

Recruitment Type Professional

Experience Level 5+

Designation CFP, CFA, Series 65, 6, 7

Technology Hapanowicz Tech Stack

Compensation Range $125,000 to $300,000

Career Track Available? Yes

Bonus Offered? Yes, Revenue Sharing Bonus, Allocated Quarterly

Benefits Offered Medical, Dental, Vision, Disability, Life, 401k

Vacation Full VSP Package

Working Hours Professional Hours, Flexible Hours, Office 8:30-5pm

CE/Tech/Travel Allowance $3000 per year per employee, Upon Approval

Travel Required? Yes, Occasionally, Mostly Local

Position OverviewA financial advisor, also known as a lead advisor or service advisor, is a dedicated professional who primarily focuses on providing personalized financial guidance and support to clients. Spending over 80% of their time working directly with clients, these advisors are instrumental in helping individuals and families achieve their financial goals. Their core responsibilities include conducting comprehensive financial plans, developing customized investment strategies, and offering ongoing advice to ensure clients' financial plans remain aligned with their changing needs and market conditions. By building strong, trust-based relationships, financial advisors help clients navigate complex financial landscapes, make informed decisions, and achieve long-term financial stability.

In addition to their client-facing duties, financial advisors must stay current with market trends, regulatory changes, and new financial products to provide the best possible advice. They often collaborate with other financial professionals, such as tax advisors and estate planners, to offer a holistic approach to financial and wealth planning. Effective communication skills, analytical thinking, and a deep understanding of financial principles are essential for success in this role. By dedicating most of their time to client interactions, financial advisors ensure that their clients receive the highest level of personalized service, fostering a sense of confidence and security in their financial future. These positions may cultivate new client referrals through offering a high-level of service to existing clients, but they are usually not required to develop new client relationships through business development and/or marketing channels.

Typical responsibilities include:Develop Customized Financial Plans:Provide Investment Advice:Monitor and Review Portfolios:Retirement, Estate, Tax, and Education Planning:Conduct Regular Client Meetings:Educate Clients:Ensure Regulatory Compliance:Collaborate with Other Professionals:Respond to Client Inquiries:

Typical skills and knowledge requirements:

Financial Expertise:Analytical Skills:Communication Skills:Interpersonal Skills:Regulatory Knowledge:Problem-Solving Skills:Technological Proficiency:

Typical experience and education requirements:

Experience:

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