Open Positions

Entry Level Financial Advisor

Position Overview:

We’re looking for an entry level/young professional looking to build their career in financial advising. As part of our Career Builder program, this candidate will have the opportunity to begin growing their career as a financial advisor in the Washington, PA region. Over a three-year time frame, this candidate will gain training, mentorship, and their necessary licenses to fully practice as a financial advisor.


  • Achieve performance targets by bringing clients through the advice process
  • Perform financial forecasting, annual business plan and rolling plan, variance analysis of actual versus forecast and reconciliation of internal accounts to assess strategic decision alternatives
  • Prepare financial related analysis and research in are a such as financial and cost saving performance measures
  • Participate in annual budget process and cost saving activities
  • Achieve performance targets by bringing clients through the advice process
  • Develop client relationships with new and existing clients
  • Establish and develop relationships with staff in supporting organizations
  • Provide professional best advice in developing clear financial plans for new and existing clients
  • Adhere to strict risk management procedures
  • Identify financial requirements and develop clear financial plans for new and existing client
  • Ensure that the highest level of customer service is provided on a consistent basis
  • Develop relationships with new and existing clients in line with targets and standards
  • Ensure full compliance with all relevant AccountMaster and MoneyConcepts® policies, procedures, and legal and regulatory requirements
  • Strong business development


  • Little to no experience necessary
  • Follows standard practices and procedures
  • Those interested in the CareerBuilder program will have all licenses paid for as part of the program.
  • Bachelor’s Degree or commensurate experience


  • This position provides a starting salary $36,000(plus commissions)
  • Licensing fees, training, educational materials will be paid for by AccountMaster and MoneyConcepts® up front and will be paid back by the client over the threeyear period.



Are you ready to take the leap and join the AccountMaster Team? Submit your resume to Jeff Fine at

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90 West Chestnut Street
Suite 100UL
Washington, PA 15301




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