Financial Advisor Jobs in Phoenixville, PA (253)
Financial Advisor
Cetera Investment Services
West Chester, PA
New
Health Insurance
Financial Advisor
Equitable Advisors
Bala-Cynwyd, PA
New
Financial Advisor/Wealth Manager - Philadelphia, PA
Tristate Financial Advisors
Philadelphia, PA
New
$100k / year
Financial Advisor Support Specialist
MassMutual Eastern Pennsylvania
Horsham, PA
New
Financial Advisor | Training Included | King of Prussia
Northwestern Mutual
King of Prussia, PA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Consultant
Equitable Advisors
Bala-Cynwyd, PA
New
$22 / hour
‌
Investment Advisor
Entrust Financial
Wayne, PA
New
Hospitality
B-Corp
$35 / hour
‌
Wealth Advisor
Meridian Bank
Exton, PA
New
‌
Entry Level - Wealth Management Advisor
Equitable Advisors
Bala-Cynwyd, PA
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Wealth Management Advisor
Windward Recruiting
Berwyn, PA
New
Health Insurance
‌
Financial Planning Consultant
Equitable
Philadelphia, PA
New
‌
Financial Planning Associate
Equitable Advisors
Bala-Cynwyd, PA
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Wealth Management Associate
Equitable Advisors
Bala-Cynwyd, PA
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Retirement Planning Associate
Equitable Advisors
Philadelphia, PA
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Professional
Equitable Advisors
Philadelphia, PA
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Paraplanner
Equitable Advisors
Bala-Cynwyd, PA
New
Entry-Level
$75k / year
‌
Wealth Management Associate
Morgan Stanley
Conshohocken, PA
New
‌
Client Service Associate
Meridian Bank
Exton, PA
New
‌
Client Services Associate
GemHarvest Executive Recruiting
Chester County, PA
New
‌
Wealth Advisor & Financial Planner
Elevation Wealth Partners
🌎 Remote
New
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
$60 / hour
‌
Financial Advisor
State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
$48k - $60k / year
‌
Financial Advisor Assistant
Connect Search
🌎 Remote
New
Remote
$50 / hour
‌
Financial Advisor
Atria Wealth Solutions
Philadelphia, PA
Education
$84 / hour
‌
Merrill Experienced Financial Advisor
Bank of America
Wayne, PA
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
Exton, PA
Diversity Leader
Eco-Friendly
$100k / year
‌
Financial Solutions Advisor - Consumer Investments - Paoli Financial Center
Bank of America
Paoli, PA
Diversity Leader
Eco-Friendly
‌
Private Client Financial Advisor-King Of Prussia, PA
Citizens
King Of Prussia, PA
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Personal Financial Counselor, Assignment Ready Counselor - Pennsylvania
Magellan Health
Horsham, PA
$53.1k / year
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Philadelphia, PA
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Philadelphia, PA
Diversity Leader
$85k - $193.4k / year
‌
Financial Advisor - Rochester, NY
Citizens
Media, PA
New
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
Private Client Financial Advisor - Philadelphia, PA
Citizens
Phoenixville, PA
New
Dental Insurance
Vision Insurance
$105k - $250k / year
Job Description
Working as a Financial Advisor in Phoenixville, PA
There are 253 Financial Advisor opportunities available in Phoenixville, 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 Phoenixville, PA
Financial Advisors in Phoenixville, PA Resume Data
Average Experience for Financial Advisors in Phoenixville, PA
- More than 10 years: 61%
- 6-10 years: 25%
- 3-5 years: 11%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Phoenixville, PA
- Bachelors: 60%
- Masters: 19%
- Diploma: 13%
- Associates: 5%
- Doctorate: 2%
Top Skill for Financial Advisors in Phoenixville, PA
- Customer focus & orientation: 16%
- Sales skills: 12%
- Spreadsheets with Microsoft Excel: 12%
- Attention to detail: 11%
- Administrative assistant/receptionist: 10%
- Analyzing data: 10%
- Project timeline management: 9%
- Work style: Reliability: 8%
- Bookkeeping: 6%
- Customer service: 6%
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