Please click on each logo above for more details on ranking factors, methodology, and overall recognitions received by Fort Pitt.
Rankings and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that Fort Pitt Capital Group will provide a certain level of results in client accounts, nor should they be construed as current or past endorsements of Fort Pitt by clients. Fort Pitt does not participate in pay-to-play awards programs; however, rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized advisor. Past results are not indicative of future results.
About The Firm
About The Firm
Originally founded in 1995, Fort Pitt is an independent investment management firm that provides investment planning, investment management, and fiduciary services to individuals and companies, including providing support via our retirement plan services group. Headquartered in Pittsburgh, our team of over 50 serves clients across the U.S. and out of our Harrisburg, PA, and Naples, FL, branches.
At Fort Pitt, we hire people who believe in what we do, who will live our values, and who want to enhance our culture. Ethics and Trust are the fundamentals on which we base Fort Pitt’s values and culture. We are only looking for people who:
Make decisions that are in the best interest of our clients.
Always do what they say they are going to do.
And because Fort Pitt is in growth mode, we are looking for independent, self-starters who:
Ask questions, raise concerns, and respectfully disagree with one another.
Help and support each other willingly because it’s in the best interest of Fort Pitt.
Show up every day ready to work and step up to challenges.
Are intrinsically motivated and passionate about what they do.
Are committed to their teammates and dedicated to our clients.
Take responsibility for the quality of their work and their actions.
Fort Pitt Capital Group is a growth organization. We believe in increasing our client base, assets under management, headcount, and geographical reach. Our growth culture also includes a commitment to helping our current employees develop within their careers. We believe one of the best ways to attract and retain outstanding client service professionals and advisors is to nurture our talent from within the Fort. To accomplish this, Fort Pitt created a Client Service and Advisor Career Ladder.
Client Service & Advisor Career Ladder
Many factors influenced Fort Pitt’s decision to embrace a formal career ladder, including
Supporting our multigenerational workforce
Creating opportunities for advancement
Championing our growth culture
Summary of Client Service and Advisor Career Ladder
Client service, in and of itself, is a rewarding career. Client service never stops and is an ambitious and noteworthy goal of Fort Pitt. We strive to provide exceptional client service and advice – at all levels of the organization. All roles are expected to promote and adhere to the workplace values of Fort Pitt Capital Group (Candor, Collaboration, Consistency, Drive, Loyalty, and Ownership Mindset).
The first step on the career ladder is the Client Service Associate (“CSA”) role. This is a great entry point to learn the client service side of the business. The CSA is an ideal role for recent college graduates or professionals pursuing a career change.
The Client Relationship Specialist (“CRS”) role is the second step on the ladder. This service role performs higher client service level tasks and may attain the required licensure to begin providing basic advice. Additionally, there is the potential for promotion to Senior Client Relationship Specialist (“Sr. CRS”) for professionals who choose not to become advisors. This step may occur when the individual has become an expert in all levels of service, training, and mentorship of others is consistent, and volunteering for extra projects is demonstrated.
The Service Advisor (“SA”) role is the first advisor-level rung. The SA’s primary focus remains on service. This role acts as the second chair on an advisor team and with client relationships by leveraging the time of an experienced advisor. An SA is provided the opportunity to develop skills in client service and financial planning as well as begin learning advice and business development. In addition, SAs will develop leadership skills through team coordination of client service requests. A professional may spend their entire career in any of these three service-focused roles.
The Associate Advisor (“AA”) role is the next rung on the career ladder. This position continues the development of advice and planning skills and provides the opportunity to work alongside an FA, LA, or PA. In addition, this role is expected to engage in outside business development through new client leads. The goal of this position is to begin building AA’s own client base. An advisor may spend their entire career in the Associate Advisor role.
The Financial Advisor (“FA”) role is for professionals who have achieved high levels of advice, service, and business development. This role is expected to lead and mentor their client service team. The FA has established a significant and growing client base.
The Lead Advisor (“LA”) role is for professionals who have built a significant client base and are experiencing capacity constraints. The LA is expected to lead and mentor their team as well as professionals across the firm. At this career ladder rung, Lead Advisors begin transitioning strategic client relationships to growing professionals.
The Partner Advisor (“PA”) role is the apex of the Client Service and Advisor Career Ladder. The PA has demonstrated the ability to consistently generate a significant amount of revenue for the firm. A PA is expected to embody and exemplify the firm’s core values. The PA will be a driving force moving the firm forward through business execution and talent development.
Fort Pitt Capital Group offers a comprehensive, competitive, total rewards package to all eligible employees.
Current Benefits Offered*
Medical/Prescription, Vision, and Dental:
Fort Pitt pays 100% of the monthly premium for employee-only coverage. All full-time employees are eligible for benefits the first of the month following the date of hire.
Fort Pitt combines our employee health plans with spending accounts. We offer a Health Savings Account (HSA) or a healthcare Flexible Spending Account (FSA) to eligible employees.
Various Other Insurances:
Fort Pitt provides Group Life, Short-term Disability, Long-term Disability, and Accidental Death & Dismemberment (AD&D) insurance coverage to all full-time employees. Fort Pitt pays the cost of your coverage.
Employee Assistance Program (EAP):
The EAP is a free, confidential resource that offers assistance with personal or professional matters that may interfere with job performance or personal satisfaction.
401(k) Profit Sharing Plan:
Fort Pitt will make a safe harbor non-elective contribution to all eligible participants, regardless of whether participants contribute to the Plan.
Fort Pitt observes 10 paid holidays each year plus one floating paid holiday to be used in the employee’s birthday month and one floating paid holiday to be used the day after Thanksgiving.
Vacation / Personal Days Off:
Fort Pitt provides employees with an annual allotment of paid time off (PTO). Employees can use PTO for vacation, personal illness, the celebration of holidays that are not designated company holidays, appointments, emergencies, or other personal business that requires time off from work. The number of days off per year is determined by your years of service with the firm. Fort Pitt also offers each employee 8 hours of Paid Volunteer Time each calendar year.
Fort Pitt supports the professional development of our employees. Regular full-time employees may be eligible for reimbursement for professional development activities.
* Actual plan provisions are contained in plan documents, agreements of insurance, and the Summary Plan Description. Fort Pitt Capital Group, LLC reserves the right to interpret, suspend, amend, or terminate the plan at any time.
Our Hiring Process
One of our core values is Candor, which means we believe in being open and honest with ourselves and each other. And that starts with your candidate experience. Below are the steps we take to find our next great hire. At Fort Pitt, we are committed to reviewing all resumes received. Our recruitment and selection process takes on average 4-6 weeks.
Step 1: Fort Pitt’s 2-Step Application Process
Complete a brief questionnaire. This step allows us to gather additional, important information about you. Think of it as a targeted cover letter.
Step 2: Phone/Video Interview
Our hiring team will select candidates for a phone/video interview to discuss the position and our firm. The purpose of the phone interview is for us to:
Get to know you better.
Tell you more about Fort Pitt and the role.
Answer any questions you have about the firm or the role.
Step 3: In-Person Interview
After the phone interview, we’ll invite the final candidates to our office for an in-person interview. The purpose of the in-person interview is for you to:
Meet the team.
See the office.
Experience Fort Pitt’s culture first-hand.
Step 4: Hired
If we think you’re a good fit for Fort Pitt, we’ll extend you an offer. And if you think Fort Pitt is a good fit for you and accept the offer, you’ll start the pre-boarding process and begin your career with Fort Pitt!
Current Employment Opportunities
Fort Pitt Capital Group LLC is an Equal Opportunity Employer.