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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. NOW ACCEPTING resumes for our 2020 Summer program and will be holding interviews through winter break. Please send your resume to HR@Hefren.com

Current Openings
Administrative Assistant of Financial Planning

This individual will be working with the Financial Planning department in Centre City Towers. This individual would be responsible for printing, logging, and completing edits on MASTERPLAN documents, monitoring plan deadlines, organizes details for department events, and various other administrative tasks for the department. This role will utilize systems such as Salesforce, Access, SharePoint, Word, Excel and internal proprietary systems. 

Qualifications: Prior administrative experience is expected; excellent communication skills; strong organizational skills; detailed with an emphasis on accuracy; excellent written skills; knowledge of our systems 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.

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

Financial Assistant - Various Branches

A Hefren-Tillotson Financial Assistant provides support to financial advisors in a fast-paced, multi-task environment by acting as the liaison between the client and operational/administrative tasks such as:  respond to client calls; open and process new accounts; maintain and monitor account and portfolio information; research and resolve client issues and requests; organize advisors’ schedules; keep abreast of software, operational procedures, and industry regulations.

The ideal candidate will possess an associate degree or equivalent experience; 1-2 years of brokerage experience preferred; excellent analytical, communication, and organization skills; proficiency in MS Word and Excel; Series 7 and Series 66 License a definite plus.  

We are hiring Financial Assistants for our South Hills, North Hills and Pittsburgh branches.

Receptionist: South Hills Office

This individual will be responsible for ensuring that clients feel welcome and comfortable by assuming the role of the Firm host/hostess; operates a multi-line telephone system; coordinates all internal and external mail; assists with general administrative tasks.

Prior Receptionist experience is preferred but not required; personal computer skills must include PC knowledge, Microsoft Office, e-mail, word processing; ability to multi-task and prioritize; excellent communication and customer service skills is expected.

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.