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 analyzing specific client situations for advisors; helping to 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 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. Experience with eMoney planning software is a plus. 

We are looking for Financial Assistants to work in our North Hills and Downtown Pittsburgh offices. 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

The Trader handles all aspects of general trading for the Firm in addition to supporting Sr. Traders with Investment Advisory moves. (S)he responds to inquiries from sales representatives and firm personnel regarding trades, securities and administrative procedures. Under supervision, services portfolios in accordance with objectives of investments programs.

The ideal candidate will have strong PC knowledge; relevant college degree or equivalent work experience; Series 7 and 66 licenses required; prefer at least 2 years industry experience, but may consider a strong candidate with less experience.

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.