Financial Planner
PA-Pittsburgh Riverfronthybrid
Posted today · via Workday
About this role
About the Role: The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an existing team within 3 years. Support Financial Advisors and Client Specialists in the creation of financial plans and analyses for initial prospects or existing clients. Provide research for client questions and ongoing education and support to Advisors and Client Specialists. Position will be based from one of our Pittsburgh offices with one day per week work from home flexibility.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in PA-Pittsburgh Riverfront. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included