Careers

The Hefren-Tillotson Associate Advisor Program is the opportunity we offer to entrepreneurially minded individuals who are interested in entering our noble profession and becoming a financial advisor. Upon completion of the program, the new advisor will have achieved the level of competency and professionalism in the areas of: service, compliance, prospecting, financial planning, sales and marketing that we expect of our Financial Advisors. 

During this 36-60-month apprenticeship, the Associate Advisor will work side-by-side with one of our experienced Financial Advisors and immerse themselves in our MASTERPLAN® process. Additionally, the Associate Advisor will be expected to earn the Series 7, Series 66 and Certified Financial Planner designation.

Once they have achieved their licenses and designations, and with coaching from our best advisors, the Associate Advisor will be expected to begin the process of building their own practice.  Upon successful completion of the program, the new Financial Advisor will have the experience, opportunity and foundation for success that only Hefren-Tillotson can offer.

The ideal candidate will have strong PC knowledge, and a relevant college degree or equivalent work experience.  Candidates should appreciate the value of teamwork; be willing to leverage internal and external resources; be an excellent communicator, self-motivated and responsible.  

For additional information, contact Ed Lettieri, Director of Business Development, at Ed.Lettieri@hefren.com or call 412-633-1504.

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.

For additional information, contact Ed Lettieri, Director of Business Development, at Ed.Lettieri@hefren.com or call 412-633-1504.

The Financial Planning Department at Hefren-Tillotson creates detailed, comprehensive financial plans for prospective and current clients to analyze their current financial situation and help advisors recommend specific actions to their clients. This entry-level position will expose the financial planner to hundreds of financial plans, learning opportunities from peers and financial advisors, and the opportunity to transition to a financial advisor or a specialized financial planner in the future.

The Financial Planner will be responsible for analyzing clients’ financial data provided by the financial advisor; building financial plans to analyze prospective clients’ retirement goals, education funding, insurance coverage, investments, estate, etc.; updating financial analyses for current clients; researching financial planning topics and analyze specific client situations for advisors; help educate financial advisors on financial planning topics and new legislation; completing the requirements to become a CERTIFIED FINANCIAL PLANNER professional. This will involve self-study for multiple exams and a comprehensive exam.

The ideal candidate will have a Bachelor’s Degree, excellent attention to detail, be proficient with MS Office, strong communicational, mathematical and analytical skills, ability to work in a team environment with a positive attitude, effective communication skills, both verbally and in writing and strong interpersonal skills.

The Portfolio Analyst, working in conjunction with the Trading Department, Chief Investment Officer, and Reporting team assists in the implementation of Hefren-Tillotson’s investment strategy in discretionary and non-discretionary accounts across the firm.

The Portfolio Analyst will be responsible for implementation of new and existing client portfolios to align with model portfolios through new account trading and dollar-cost-averaging; assure accounts match allocations of models on an ongoing basis; cash flow management; manage tactical shift implementation; portfolio rebalancing; and manage portfolio restrictions. He/She will also manage process around research team review of non-discretionary programs and assist in Action Items for non-discretionary accounts and assure asset allocation models are properly reflected in various investment tools used across the firm.

The ideal candidate will have a Bachelor’s Degree in Finance or Economics; at least 3 years of work experience; strong understanding of portfolio theory and outstanding attention to detail, along with strong technical skills. Series 7 and 66 licenses are required.