Bernardo Wealth Planning is a planning-based, family wealth advisory business with a specialty in alternative investments. Our business is growing exponentially, and we are excited to continue expanding our team! We are looking for an experienced financial advisor with a CFP? designation. Position Overview: As a Family Wealth Advisor, you will play a pivotal role in helping clients navigate their financial journeys and help them achieve their financial objectives. This position requires a blend of financial expertise, communication and networking skills, and a passion for client success. See the full job posting and apply on Indeed. https://lnkd.in/eb6snirh
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Which financial advisor is right for you? Join Michael Blehar and Richard Roberto, CFP? as they discuss the hiring process and frequently asked questions such as: ? When should I hire or change an advisor? ? What questions should I ask a financial advisor? ? What does the investment process look like? ? What does Fort Pitt’s client process look like? Register today: https://bit.ly/3XjZ79w If you can't join live, we email a recording to everyone who registers. #financialplanning #FortPittWebinarSeries #financialeducation
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Which financial advisor is right for you? Join Michael Blehar and Richard Roberto, CFP? as they discuss the hiring process and frequently asked questions such as: ? When should I hire or change an advisor? ? What questions should I ask a financial advisor? ? What does the investment process look like? ? What does Fort Pitt’s client process look like? Register today: https://bit.ly/3XjZ79w If you can't join live, we email a recording to everyone who registers. #financialplanning #FortPittWebinarSeries #financialeducation
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Passionate about building relationships and helping clients meet their financial goals
Which financial advisor is right for you? Join Michael Blehar and Richard Roberto, CFP? as they discuss the hiring process and frequently asked questions such as: ? When should I hire or change an advisor? ? What questions should I ask a financial advisor? ? What does the investment process look like? ? What does Fort Pitt’s client process look like? Register today: https://bit.ly/3XjZ79w If you can't join live, we email a recording to everyone who registers. #financialplanning #FortPittWebinarSeries #financialeducation
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Which financial advisor is right for you? Join Michael Blehar and Richard Roberto, CFP? as they discuss the hiring process and frequently asked questions such as: ? When should I hire or change an advisor? ? What questions should I ask a financial advisor? ? What does the investment process look like? ? What does Fort Pitt’s client process look like? Register today: https://bit.ly/3XjZ79w If you can't join live, we email a recording to everyone who registers. #financialplanning #FortPittWebinarSeries #financialeducation
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Which financial advisor is right for you? Join Michael Blehar and Richard Roberto, CFP? as they discuss the hiring process and frequently asked questions such as: ? When should I hire or change an advisor? ? What questions should I ask a financial advisor? ? What does the investment process look like? ? What does Fort Pitt’s client process look like? Register today: https://bit.ly/3XjZ79w If you can't join live, we email a recording to everyone who registers. #financialplanning #FortPittWebinarSeries #financialeducation
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Which financial advisor is right for you? Join Michael Blehar and Richard Roberto, CFP? as they discuss the hiring process and frequently asked questions such as: ? When should I hire or change an advisor? ? What questions should I ask a financial advisor? ? What does the investment process look like? ? What does Fort Pitt’s client process look like? Register today: https://bit.ly/3XjZ79w If you can't join live, we email a recording to everyone who registers. #financialplanning #FortPittWebinarSeries #financialeducation
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Which financial advisor is right for you? Join Michael Blehar and Richard Roberto, CFP? as they discuss the hiring process and frequently asked questions such as: ? When should I hire or change an advisor? ? What questions should I ask a financial advisor? ? What does the investment process look like? ? What does Fort Pitt’s client process look like? Register today: https://bit.ly/3XjZ79w If you can't join live, we email a recording to everyone who registers. #financialplanning #FortPittWebinarSeries #financialeducation
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Which financial advisor is right for you? Join Michael Blehar and Richard Roberto, CFP? as they discuss the hiring process and frequently asked questions such as: ? When should I hire or change an advisor? ? What questions should I ask a financial advisor? ? What does the investment process look like? ? What does Fort Pitt’s client process look like? Register today: https://bit.ly/3XjZ79w If you can't join live, we email a recording to everyone who registers. #financialplanning #FortPittWebinarSeries #financialeducation
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"Join our mission to empower individuals and businesses with sound financial strategies. We're hiring a Financial Advisor—let's build brighter futures together!" #Additionalincome #Growwithus #TataAiaLifeInsurance #VimaPandit #RewardsandRecognition #FinancialAdvisor #LifeInsurance
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Helping high-performing individuals & families create life-changing wealth | Single point of contact financial planner
Our firm works with over 500 individuals on Wall Street, why do some of the smartest finance professionals in the world hire financial advisors? 1. They are running through the week at 80mph and even faster on the weekends and, to the extent they have time, they want to focus on non-finance related items in their personal life 2. Despite majoring in business, they were never taught personal finances in school and appreciate having someone in their corner to bounce ideas off of tailored to their specific situation 3. The risk of DIY'ing it is too high...They need help thinking big picture about the career trajectory they are on & how their financial planning should be different than more traditional financial advice they see online 4. Recognize that they live and breathe markets/business news and they have developed inherent biases as it relates to their own investing & planning (e.g. short-term thinking) 5. They are curious to know where they stack up versus peers and where they are ahead or behind relative to their peer set By working within a target market like this (and others), we have been able to identify the most common problems, concerns, and frustrations & create customized financial plans to serve a very unique clientele. What would you add / which of these are you most surprised by?
