Financial Advisor Jobs in Brodheadsville, PA (15)
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Job Description
Working as a Financial Advisor in Brodheadsville, PA
There are 15 Financial Advisor opportunities available in Brodheadsville, 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 Brodheadsville, PA
Financial Advisors in Brodheadsville, PA Resume Data
Average Experience for Financial Advisors in Brodheadsville, PA
- More than 10 years: 71%
- 6-10 years: 22%
- 3-5 years: 4%
- Less than 1 year: 1%
- 1-2 years: 1%
Educational Background for Financial Advisors in Brodheadsville, PA
- Bachelors: 56%
- Associates: 16%
- Diploma: 16%
- Masters: 12%
Top Skill for Financial Advisors in Brodheadsville, PA
- Customer focus & orientation: 19%
- Bookkeeping: 13%
- Customer service: 13%
- Sales skills: 13%
- Administrative assistant/receptionist: 10%
- Principles of accounting: 6%
- Call center customer service: 6%
- Work style: Conscientiousnesss: 6%
- Analyzing data: 6%
- Data entry: Accuracy: 6%
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