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Financial advisor • pittsburgh pa

Last updated: 12 hours ago

Team Based Financial Advisor - Financial Synergy

ThriventPA,Pittsburgh
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...Show more

Financial Advisor - PNC Wealth Management

PNC Financial Services GroupPittsburgh, PA, United States
Full-time +1

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more

 • Promoted

Financial Advisor Assistant

Dollar BankPittsburgh, PA, United States
Full-time

Our Wealth Management Program provides guidance to our clients in the pursuit of their financial goals and to give exceptional client service that goes above and beyond their expectations.The Clien...Show more

 • New!

Financial Advisor Series 7, 65 or 66

San Blas SecuritiesPittsburgh Area, PA, US
Full-time
Quick Apply

San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.We are dedicated to providing our advisors and their clients with exceptional service and inno...Show more

Financial Advisor

First Command Financial Services, Inc.Pittsburgh, PA, US
Full-time

Financial Advisor Careers at First Command:.Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show more

Block Advisor Tax Advisor

H&R BlockPittsburgh, PA, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more

Financial Advisor

MassMutual PittsburghPittsburgh, PA, US
Full-time

Launch a Career With Purpose - and the Independence to Shape It At MassMutual Pittsburgh, we believe the best careers are built, not handed out.Our Financial Advisor Development Program is designed...Show more

Financial Experience Advisor - Monroeville

Clearview Federal Credit UnionPittsburgh, PA, United States
Full-time

Financial Services Representative.Your mission be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll d...Show more

Financial Advisor - Pittsburgh, PA

Corebridge FinancialPittsburgh, PA, United States
Full-time

At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...Show more

Financial Consultant

QodePittsburgh, PA, United States
Full-time

We are seeking a high-performing Financial Consultant to support banking and financial services finance transformation initiatives.This is a client-facing role requiring strong stakeholder manageme...Show more

Financial Advisor

First Command Financial Services, IncPittsburgh, Pennsylvania,US
Full-time

Advisors are veterans or military spouses.First Command is committed to helping military families get their financial lives squared away.As we continue to expand our advisor force, we are seeking l...Show more

Merrill Experienced Financial Advisor

Bank of AmericaPittsburgh, PA, United States
Full-time

Merrill Experienced Financial Advisor.Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood,...Show more

 • Promoted

HFA Financial Advisor Senior -Branch

HuntingtonPittsburgh, PA, United States
Full-time

Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors gr...Show more

FINANCIAL ANALYST

AC CoyPittsburgh, PA, United States
Full-time +1

Location: Hybrid in Pittsburgh, PA (3 days in office, 2 from home).Job Type: Full Time / 9m Contract.Work Authorization: No Sponsorship.Coy Company has an immediate need for Financial Analyst to fi...Show more

Financial Advisor

Northwestern MutualPittsburgh, PA, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...Show more

Financial Advisor - PNC Wealth Management

PNC Investments LLCPittsburgh , PA
Full-time +1

Licensing requirements: FINRA Series 7/66 (63/65).Life & Health Insurance required.Consults on investment and insurance strategies, as well as the development of financial plans for clients.Grows a...Show more

Financial Advisor - PNC Wealth Management

PNCPittsburgh, PA, United States
Full-time

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.Financial Advisors work wi...Show more

Academic Advisor - Temporary Pool

InsideHigherEdPittsburgh, Pennsylvania, United States
Part-time +1

Academic Advisor - Temporary Pool.Academic Advisor - Temporary Pool.Please note: If you are a PSERS retiree, per PSERS guidelines, employment by the College as an adjunct faculty member will result...Show more

 • Promoted

Analyst - Financial

WESCO InternationalPittsburgh, PA, United States
Full-time

As a Financial Analyst, you will be responsible for the preparation, coordination, and documentation of forward-looking financial and business-related projects.You will prepare financial forecasts ...Show more

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Team Based Financial Advisor - Financial Synergy

Team Based Financial Advisor - Financial Synergy

ThriventPA,Pittsburgh
30+ days ago
Job type
  • Full-time
Job description
Meaningful work. Rewarding career.

Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

Team-Based Financial Advisor

Our financial advisors serve clients in new markets, creating opportunities for people who share our passion to enable clients to lead lives full of meaning and gratitude. By joining an existing team, you can leverage the diverse skill sets of

experienced financial advisors to serve more clients and accelerate the growth of your business. In this role, support and joint fieldwork opportunities will come directly from experienced financial advisors.

The Team-Based Financial Advisor position provides some stability of income and the ability to focus on learning and development rather than production. This model can accommodate candidates seeking their first opportunity, career changers, and professionals currently working in the financial industry, with the goal of joining the team as a financial advisor within three months to three years.

Licensing and Training

Candidates in the Team-Based Financial Advisor model will obtain the necessary licenses over the course of eight to 13 weeks (varies due to individual situations).

These licenses include:

  • Resident state Life, Health and Annuity
  • Securities Industry Essentials
  • Series 6/63 or 7/66 (7/63 and 65).

After completing licensing, participants may enroll in a comprehensive training program lasting up to eight weeks.

What you can expect

After licensing and training, you’ll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role within three months to three years. During this period, typical activities include:

Meeting with potential clients to build genuine, long-term relationships based on shared values and goals.

Empowering clients to make knowledgeable financial decisions about education, investments, insurance, and retirement.

Building a strong personal network through local nonprofits, churches, and businesses for future growth.

Developing skills and best practices to be a successful financial advisor.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

  • Self-disciplined, independent, and driven to succeed.
  • Motivated by helping others and seeing them achieve their goals.
  • A natural coach or guide with strong interpersonal skills.
  • Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent Financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Though we are open to college applicants and those with no or little exposure to the industry.

Compensation and Benefits

Team-Based Financial Advisor candidates receive stable income through individual and team sales commissions, and incentive pay structures. Candidates will also be eligible for Thrivent’s industry-leading benefits:

  • Salary TBD plus commission
  • Medical, dental and vision insurance.
  • Disability, accidental death and dismemberment insurance.
  • 401(k) and pension opportunities.
  • Access to unique tools to engage clients in their community to make a real impact.

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any otherstatus protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or call 800-847-4836 and request Human Resources.