Pursuit · 17 hours ago
Lead Financial Advisor
Pittsburgh, PA
Full-time
Onsite
Senior Level
7+ years expPursuit is a nationwide network of established financial services firms, seeking an experienced Lead Financial Advisor to join their growing Diamond Team. The role involves delivering financial planning and portfolio guidance while managing client relationships and mentoring Associate Advisors.
MarketingRecruitingSalesSoftwareStaffing Agency
Hiring Manager
Cooper Kelley
Responsibilities
Serve as a primary client-facing advisor (50% sales / 50% relationship management)
Deliver financial planning and portfolio guidance
Mentor and support Associate Advisors
Collaborate closely with Senior and Associate Advisors on complex cases
Learn firm systems, processes, and planning approach during onboarding
Begin receiving assigned clients after ~6 months via a split rep code system
Manage and grow client relationships
Participate in team-based case collaboration
Conduct in-person client meetings (car required)
Qualification
Required
7–15 years in a client-facing advisory role
Series 7
Series 66 OR Series 63 & 65
Life insurance license (must obtain within 3 months of hire; already licensed is a plus)
Preferred
Strong financial planning and relationship management background
Ideally seeking a seasoned, mature professional presence
Proven ability to build trust and guide clients through major financial decisions
Company
Pursuit
Hiring top performers for your organization is tough - top talent often snatched up before their resume even hits the market.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Carter Hopkins
Founder and CEO
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