Director of Client Services - Financial Planning

Director of Client Services - Financial PlanningPittsburgh, PA 15228

McMahon Financial seeks to hire an Director of Client Services for our Pittsburgh office. The Director of Client Services will serve as the primary point of contact for existing clients calling or entering the office and will supervise and collaborate with other members of the McMahon team to build and balance client portfolios. This is an excellent opportunity for an articulate professional who can promote our reputation as a skilled and knowledgeable wealth management firm. The Director of Client Services will report directly to the President.

To the qualified applicant we offer: Excellent benefits package Competitive salary between $50,000 and $60,000, depending on experience Opportunity to work as part of a dynamic team where one can see the impact of one’s contributions on a daily basis

At McMahon Financial, helping our clients navigate comfortably through life's milestones is our primary focus. With over 20 years of experience, we have helped thousands of clients plan better retirements, more efficient estate plans and more prudent investments. Since 1986, we have remained completely focused on our clients' best interests. Our clients value our service and long term thinking. Wealth creation and preservation is our primary focus. That is why so many people have trusted McMahon Financial to help them along life's journey. To learn more about our company, visit www.mcmahon-financial.com

Responsibilities:Serve as primary point of contact for existing clients and, during in-office consultations, provide a general overview of their accounts before they meet with the head financial analyst Articulate client concerns to the President as they arise Perform HR functions, including payroll and benefits administration Work as a member of the financial planning team to create models for clients’ financial growth, including asset allocation and portfolio management Organize compliance logs for our broker dealer Deliver and reinforce our firm’s mission of concierge-level financial planning and wealth management

Requirements: BS or BA required Analytical reasoning skills, including the ability to formulate opinions from raw data Confident and professional demeanor Ability to remain calm in pressured circumstances Series 7, Series 63, insurance and/or CFP licenses strongly preferred

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