Client Advisor – Retirement & Financial Services

Success Financial Solutions

Pittsburgh, PA
1 day ago

$60,000–$150,000 Per Year
Full-time

Highlights

Whether you’re licensed and experienced or new to the industry, we offer the training, support, and tools to help you build a successful career helping clients plan for their future. We are growing, and we’re looking for motivated individuals to join our Pittsburgh team.

Numbers & Facts

Location	Pittsburgh, PA
Job Type	Full-time
Salary	$60,000–$150,000 Per Year
Company Size	11 - 50
Year Founded	2011
Headquarters	Pittsburgh, PA, US
Additional Compensation	Commission, Bonus
Website	https://www.successfs.com/

Description

We are growing, and we’re looking for motivated individuals to join our Pittsburgh team.
Whether you’re licensed and experienced or new to the industry, we offer the training, support, and tools to help you build a successful career helping clients plan for their future.

Who Thrives Here

Licensed advisors seeking better support
Career‑changers ready to learn
Strong communicators who enjoy helping people

Job Responsibilities

What You’ll Do

Meet with new clients to understand their needs
Gather and analyze client information
Recommend customized retirement and insurance solutions
Provide ongoing service to new and existing clients
Stay current with industry trends

Qualifications

Requirements- Driver's License, Reliable transportation, pass a background check

Benefits

Performance Bonus, Flexible Schedule, Health Care on Site, Gym Membership, Parking, Professional Development

About Company

We are proud of our Western Pennsylvania roots, with additional offices in Somerset, Punxsutawney, and State College. Through our partnership with American Senior Benefits, our advisors have access to more than 220 top insurance and financial companies, allowing you to offer clients strong, personalized retirement and financial solutions.