Fragasso Financial Advisors as Investment Analyst

Fragasso Financial Advisors ranked #44 on Barron’s 2020 Top Independent Advisors List, along with being the #1 firm listed in Pittsburgh. The rankings are based on data provided by around 4,000 of the nation’s most productive advisors.

Fragasso Financial Advisors (FAA) and Private Client Services are unaffiliated entities. FAA is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives comply with the current filing requirements imposed upon Securities …

FAA is a Securities Exchange Commission registered investment advisor located in Pittsburgh, Pennsylvania. Fragasso Financial Advisors and its representatives comply with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Fragasso …

FAA, registered in 2012, serves 17 state(s) with a licensed staff of 27 advisors. Fragasso Financial Advisors manages $1.5 billion and provides investment advisory services for 1,778 clients (1:66 advisor/client ratio).

Clients of Fragasso receive free unlimited access to the Fragasso Client Portal, an online account with access to account balances, holdings, and more. FFA and Private Client Services are unaffiliated entities. FAA is a Securities Ex. As a general rule, individual clients of Fragasso Financial Advisors must have a minimum of $250,000 of investable assets for the household.

Where are Fragasso Financial Advisors headquartered? Which states do its financial advisors serve?

Fragasso Financial Advisors is headquartered in Pittsburgh, PA. and offers financial advisor services in 17 states: Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia.

What is the average client balance?

While Fragasso Financial Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $846,648. In total, Fragasso Financial Advisors manages $1,505,340,398 in assets.

Investment Analyst

Pittsburgh, PA 15222
Temporarily remote

Professional wealth management, retirement planning, and financial advice from Pittsburgh’s premier financial planning firm.

Job Description

Fragasso Financial Advisors, Inc. is a primarily fee-based financial planning and investment management firm headquartered in Pittsburgh, PA. We are passionate about creating an exceptional client experience, and we have been helping clients work towards their financial goals since 1972.

We are currently seeking an experienced Investment Analyst for our downtown office in Pittsburgh, PA. As an Investment Analyst, key responsibilities include:

• Conducting macro-economic analysis and fund manager due diligence within certain asset classes
• On-going review of fund lineups for 401k plans and providing fund insights to the Retirement Department
• Analyzing financial statements, preparing valuation models, and performing a qualitative assessment to assist in on-going coverage of Fragasso’s stock model
• Participating in Retirement Department projects as needed
• Effectively communicating with clients to ensure proper understanding and education
• Contributing to the firm’s various publications with timely content on microeconomic topics

We are seeking a detail-oriented individual who is passionate about research and analysis. This role is also focused on delivering results and providing excellent customer service to internal and external customers. To be considered for this position, you should possess the following qualifications:

• Bachelor’s degree, preferably in finance and/or economics
• Minimum 4+ years detailed investment and research experience
• Chartered Financial Analyst (CFA®) designation preferred
• Series 7 and Series 66 certifications desirable

Benefits:

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Employee discount
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

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