Financial Advisor Jobs in Exton, PA (275)
Anesthesiology CRNA - Travel - - Excellent Benefits 2024-11-18
LocumJobsOnline
Royersford, PA
New
Emergency Medicine MD - Travel - - Excellent Benefits 2024-11-18
LocumJobsOnline
Wilmington, DE
New
Part-Time
Senior Financial Advisor Wilmington, DE
Farther
Wilmington, Delaware
Oracle Financial Functional Consultant
E*Pro
Wilmington, Delaware
Part-Time
Health Insurance
CWM-Marcus by Goldman Sachs- Credit Cards, Vice President- Wilmington, DE
Goldman Sachs
Wilmington, DE
Diversity Leader
Senior Vice President, Accounting
Anchor Health Properties
Media, PA
New
401(k)
PTO
Dental Insurance
Vision Insurance
Parental Leave
$2,000 / week
‌
Senior Financial Aid Advisor
Emory University
🌎 Remote
Remote
‌
Application Support Analyst/ Product Support Analyst
iPipeline
Exton, PA
New
‌
Strategic Relationship Management Director - Workplace Solutions
Envestnet
Berwyn, PA
Hybrid
401(k)
PTO
Dental Insurance
Vision Insurance
Education
‌
Personal Risk Advisor
USI Holdings
Blue Bell, PA
New
‌
Senior Data Analyst
Envestnet
Berwyn, PA
New
Hybrid
401(k)
PTO
Dental Insurance
Vision Insurance
Education
‌
Cash Processing Specialist
Archer
Berwyn, PA
Hybrid
‌
Senior Data Strategy Business Partner
Vanguard
Malvern, PA
Hybrid
‌
Trust Investment Officer
Rockefeller Financial
Wilmington, DE
New
$13 / hour
‌
Executive
Pennsylvania Surplus Lines Association
Exton, PA
‌
Associate, Data Operations and Reporting
Tiedemann Advisors
Wilmington, DE
‌
Full-Time Member Experience Advisor (Limerick)
American Heritage Federal Credit Union
Royersford, PA
Health Insurance
‌
Commercial Relationship Manager
Citadel
Exton, PA
‌
Delaware Trust Officer II, Private Banking
Bank of America
Wilmington, DE
Diversity Leader
Eco-Friendly
‌
Merrill Financial Solutions Advisor - Philadelphia Market
Bank of America
Exton, PA
New
Diversity Leader
Eco-Friendly
$100k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Wayne, PA
New
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Financial Solutions Advisor - Consumer Investments - Paoli Financial Center
Bank of America
Paoli, PA
New
Diversity Leader
Eco-Friendly
‌
Private Client Financial Advisor-King Of Prussia, PA
Citizens
King Of Prussia, PA
New
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
VP, Financial Consultant - Wayne, PA
Charles Schwab
Wayne, PA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Trust Officer
City National Bank
Wilmington, DE
New
$91.1k - $155.1k / year
‌
Senior Trust Officer - Delaware Trust
Citizens
Wilmington, DE
New
‌
Regional Director
Coventry
Fort Washington, PA
401(k)
Dental Insurance
Vision Insurance
‌
Personal Banker
KeyBank
Malvern, PA
‌
Financial Advisor Assistant
Connect Search
🌎 Remote
New
Remote
$50 / hour
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Financial Advisor - Conshohocken, PA
Citizens
West Conshohocken, PA
New
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
Private Client Financial Advisor - Philadelphia, PA
Citizens
West Chester, PA
New
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Investment Assistant II - Licensed
Citizens
Downingtown, PA
New
‌
Merrill Financial Solutions Advisor - Philadelphia Market
Bank of America
Exton, PA
New
Diversity Leader
Eco-Friendly
$100k / year
Job Description
Working as a Financial Advisor in Exton, PA
There are 275 Financial Advisor opportunities available in Exton, 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 Exton, PA
Financial Advisors in Exton, PA Resume Data
Average Experience for Financial Advisors in Exton, PA
- More than 10 years: 64%
- 6-10 years: 25%
- 3-5 years: 9%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Exton, PA
- Bachelors: 59%
- Masters: 18%
- Diploma: 14%
- Associates: 6%
- Doctorate: 2%
Top Skill for Financial Advisors in Exton, PA
- Customer focus & orientation: 18%
- Spreadsheets with Microsoft Excel: 12%
- Sales skills: 12%
- Administrative assistant/receptionist: 10%
- Analyzing data: 10%
- Attention to detail: 10%
- Work style: Reliability: 9%
- Bookkeeping: 7%
- Social media: 7%
- Management & leadership skills: Impact & influence: 7%
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