Financial Advisor Jobs in Levittown, PA (348)
Private Client Relationship Manager
Citizens
Levittown, PA
Health Insurance
Merrill Market Client Relationship Manager
Bank of America
Bala Cynwyd, PA
Diversity Leader
Eco-Friendly
401(k)
Financial Advisor
Atria Wealth Solutions
Philadelphia, PA
Education
$84 / hour
Merrill Experienced Financial Advisor
Bank of America
Mount Laurel, NJ
Diversity Leader
Eco-Friendly
$48k - $100k / year
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Philadelphia, PA
Diversity Leader
$69.6k - $105k / year
Merrill Financial Solutions Advisor - Philadelphia Market
Bank of America
Jenkintown, PA
Diversity Leader
Eco-Friendly
$100k / year
‌
Private Client Financial Advisor - Yardville, NJ
Citizens
Trenton, NJ
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Financial Advisor - Hybrid - Ft. Washington, PA
Citizens
Fort Washington, PA
Hybrid
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Bordentown Financial Center
Bank of America
Bordentown, NJ
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor - Consumer Investments - Mercer Market
Bank of America
Bordentown, NJ
Diversity Leader
Eco-Friendly
‌
Private Client Financial Advisor-King Of Prussia, PA
Citizens
Blue Bell, PA
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
National Financial Solutions Advisor - Development Program (Pennington, NJ)
Bank of America
Pennington, NJ
Diversity Leader
Eco-Friendly
‌
Participant Services Financial Solutions Advisor (Series 7 Required)
Bank of America
Pennington, NJ
Diversity Leader
Eco-Friendly
401(k)
$65k - $85k / year
‌
Financial Consultant Partner - Marlton, NJ
Charles Schwab
Moorestown, NJ
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Vice President, BlackRock Portfolio Design Specialist
BlackRock
🌎 Remote
Remote
Eco-Friendly
Education
$110k / year
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Princeton, NJ
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Princeton, NJ
Diversity Leader
$85k - $193.4k / year
‌
Wealth Management Client Associate
Bank of America
Morrisville, PA
Diversity Leader
Eco-Friendly
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Philadelphia, PA
Diversity Leader
$119.5k - $272.1k / year
‌
Oracle Cloud Financial Consultant
Accenture
Philadelphia, PA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Princeton, NJ
Diversity Leader
$85k - $193.4k / year
‌
Vice President, USWA SMA and Options Marketer
BlackRock
🌎 Remote
Remote
Eco-Friendly
Education
$125k - $173.5k / year
‌
National FSA Team Manager
Bank of America
Pennington, NJ
Diversity Leader
Eco-Friendly
Education
‌
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Princeton, NJ
Diversity Leader
‌
Client Service Manager
Ascensus
Dresher, PA
‌
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Philadelphia, PA
Diversity Leader
$85k - $193.4k / year
‌
Financial Improvement & Audit Remediation Senior Consultant, Secret Clearance
Deloitte
Philadelphia, PA
Diversity Leader
‌
Regional Director
Coventry
Fort Washington, PA
401(k)
Dental Insurance
Vision Insurance
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Remote Certified Financial Planner
TalentWealth
🌎 Remote
New
Remote
‌
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
New
Remote
‌
Assistant General Counsel, Corporate Functions NJ
Daiichi Sankyo
Trenton, NJ
New
‌
Investment Due Diligence Manager
NexWealth
Philadelphia, PA
Job Description
Working as a Financial Advisor in Levittown, PA
There are 348 Financial Advisor opportunities available in Levittown, PA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Levittown, PA
Financial Advisors in Levittown, PA Resume Data
Average Experience for Financial Advisors in Levittown, PA
- More than 10 years: 62%
- 6-10 years: 24%
- 3-5 years: 10%
- 1-2 years: 3%
- Less than 1 year: 2%
Educational Background for Financial Advisors in Levittown, PA
- Bachelors: 57%
- Masters: 21%
- Diploma: 13%
- Associates: 7%
- Doctorate: 3%
Top Skill for Financial Advisors in Levittown, PA
- Sales skills: 17%
- Customer focus & orientation: 15%
- Attention to detail: 14%
- Work style: Reliability: 10%
- Management & leadership skills: Impact & influence: 9%
- Spreadsheets with Microsoft Excel: 8%
- Customer service: 7%
- Project timeline management: 7%
- Administrative assistant/receptionist: 6%
- Marketing: 6%
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