We are seeking to recruit for the position of Assistant Director of Financial Planning. This individual will be responsible for creating content, working in eMoney, and being the point of contact for Advisors and Financial Planners to provide higher level research and assistance for clients. Additionally, this individual will complete the final review of the MASTERPLAN before it is presented to clients and provide training for Financial Advisors as needed.
The ideal candidate will possess a Bachelor’s degree, required minimum of 3 years of financial planning experience, CFP designation preferred at hire or will be obtained within the first 2 years of employment. The candidate will have strong computational, mathematical and analytical skills and may possess advanced education in a specialized area such as tax planning, estate planning, or executive compensation.
About Hefren-Tillotson Inc.
Founded in 1948, Hefren-Tillotson is now the oldest and largest independent investment advisory firm in western Pennsylvania and was recently named one of the Best Places to Work in PA. Through our exclusive Masterplan, we continue to provide clients with financial plans specifically tailored to fit their needs. We are committed to maintaining the best possible work environment for our employees to succeed and achieve their goals. We seek to hire individuals who are internally motivated, work well with others in a team environment, and produce excellent work.
A comprehensive benefits package including the basics of health and life insurance, 401K profit sharing, and paid time off will be offered.