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About Us

Careers

We are proudly recognized as a "Best Places to Work" award winner.

Company Culture

Happy employees are more productive and successful. We believe in providing a supportive, structured environment for our employees to thrive, and strong devotion to our values - deep respect for the individual, integrity in thought and action, teamwork supported by a family-oriented culture, and relentless commitment to excellence.

Benefits & Time-Off

Benefits for eligible employees include medical, dental, vision, life, disability, and 401(k) profit sharing. Our high deductible health plan is complimented with a Health Savings Account (HSA), and our Paid Time Off (PTO) plan allows employees the flexibility to manage their time. We follow the NYSE schedule for holidays.

Personal Wellness

The health and well-being of our employees is a top priority. Our wellness program includes health fairs, flu shots, biometric testing, physical fitness challenges, lunch & learn presentations on various topics, and more. Our goal to help you reach yours!

Internship Program

Our internship program aids students in learning the specific functions of various positions within the finance industry. With this in mind, we look for students who are Economics or Finance majors and completing their junior year. If you are interested in HT’s Summer 2021 Internship, please send your resume to Alexis.Martin@hefren.com.

Current Openings
Administrative Manager

Working closely with the Director, the Administrative Manager is responsible for the oversight and development of the Administrative Services Team, which consists of the Office Managers, Financial Assistants and Receptions, and for participating in administrative tasks and functions related to the support of the department’s internal and external clients. This includes collaborating on policy and procedure, supporting the firm’s high level of client service, individual coaching and group training sessions, coordinating staff schedules and timely staff reviews with Office Managers, and assisting with day to day policy and procedure questions. The Administrative Manager will be responsible for escalating personnel and procedural issues to the Director as warranted. Will also function as direct manager of the Pittsburgh assistants and receptionists.

We would like for this individual to have a college degree or equivalent work experience, minimum of 10 years of experience in the Financial Services/Wealth Management industry, SIE, Series 7 and Series 66 is preferred or must be obtained directly upon hire and previous manager and/or training experience is a plus.

Financial Advisor

A Hefren-Tillotson Financial Advisor always puts their clients first.  The ideal candidate will believe in the power of financial planning, have high ethical standards and focus on building strong personal relationships.

The ideal candidate will have strong PC knowledge; relevant college degree or equivalent work experience, at least 5 years industry experience, and a proven track record of business development.  Candidates should appreciate the value of teamwork; be willing to leverage internal and external resources; be an excellent communicator, self-motivated and responsible.  Series 7 and 66 licenses required.

Financial Assistant

We are looking for Financial Assistants to work in our North Hills and South Hills office. This professional is expected to possess intermediate administrative skills obtained through experience and training to support Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility.  

 

Responsibilities:

  • Assist advisors in onboarding, ongoing development and maintenance of client relationships; 90% of an assistant’s day is spent actively working on advisor/client requests.
  • Shield client confidentiality in all situations. Anticipate potential problems and alert Office Manager, Advisor, Compliance and/or Director as necessary.  
  • Interface effectively and follow up on all support issues with internal departments. Appropriately prioritizing time-sensitive issues.
  • Provide excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Schedule client appointments and conference rooms for appointments.
  • Maintain ongoing knowledge and understanding of compliance regulations, firm policies, procedures, products and technology in an ever changing regulatory environment, must be able to articulate the reason for certain requirements to clients. 
  • Be knowledgeable in all firm technology and established policies to provide quick, accurate responses to advisor, client and departmental inquiries.
  • Compose effective client correspondence in accordance with established policies and procedures. May assist advisor in organizing marketing campaigns and seminars for clients and prospective clients.
  • May also perform some operations responsibilities for the entire branch.
  • Perform other duties as required that contribute to the overall effectiveness of the branch office and individual advisors.

 

Qualifications:

  • Prior office experience is preferred
  • High School diploma or equivalent
  • Strong analytical skills with ability to perform semi-advanced math (example: Calculations of Gross/Net IRA Tax Withholding and penalties).
  • Excellent communication skills
  • Strong organizational skills
  • Detailed with an emphasis on accuracy
  • Excellent written skills

For additional employment information, please contact the Human Resources Department:

hr@hefren.com
412.434.0990
308 Seventh Avenue
Pittsburgh, PA 15222

Hefren-Tillotson is an equal opportunity employer offering competitive pay and comprehensive benefits packages.

Experience.

You Can Trust.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

Insight.

You Can Rely On.

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.