Financial Advisor Jobs in Exton, PA (164)
Marketing Strategy Director, Technology and Operations
SEI Investments
Oaks, Pennsylvania
PTO
Dental Insurance
Vision Insurance
Education
Parental Leave
Marketing Strategy Director, Technology and Operations
SEI
Oaks, Pennsylvania
PTO
Dental Insurance
Vision Insurance
Education
Parental Leave
Personal Trust Officer
Piper Companies
Wilmington, DE
Hybrid
401(k)
PTO
Dental Insurance
Vision Insurance
$80k - $130k / year
Senior Personal Trust Officer
Piper Companies
Wilmington, DE
New
Hybrid
401(k)
PTO
Dental Insurance
Vision Insurance
$120k - $140k / year
Wealth Advisor
Meridian Bank
Exton, PA
Financial Advisor
Equitable Advisors
Bala-Cynwyd, PA
New
‌
Junior Financial Advisor
Cetera Investment Services
West Chester, PA
Health Insurance
‌
Financial Advisor | Training Included | King of Prussia
Northwestern Mutual
King of Prussia, PA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Investment Advisor
Entrust Financial
Wayne, PA
Hospitality
B-Corp
$35 / hour
‌
Wealth Management Advisor
Windward Recruiting
Berwyn, PA
Health Insurance
‌
Entry Level Financial Consultant - Retirement Benefits Group
Equitable Advisors
Bala-Cynwyd, PA
New
Entry-Level
‌
Client Service Associate
Meridian Bank
Exton, PA
‌
Wealth Management Associate
Equitable Advisors
Bala Cynwyd, PA
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Planning Associate
Equitable Advisors
Bala Cynwyd, PA
Entry-Level
Dental Insurance
Vision Insurance
‌
Senior Wealth Manager
Leah Yosef International
Wilmington, DE
‌
Paraplanner
Equitable Advisors
Bala-Cynwyd, PA
New
Entry-Level
$75k / year
‌
Wealth Management Associate
Morgan Stanley
Conshohocken, PA
‌
Client Services Associate
GemHarvest Executive Recruiting
Chester County, PA
‌
Administrative Assistant
Equitable Advisors
🌎 Remote
Remote
Hybrid
Entry-Level
‌
Client Service Representative
U.S. Retirement & Benefits Partners
Wayne, PA
‌
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-in-Training
AdviceOne LLC Careers
🌎 Remote
Remote
Hybrid
PTO
Health Insurance
Dental Insurance
Vision Insurance
‌
Merrill Experienced Financial Advisor
Bank of America
Wayne, PA
Diversity Leader
Eco-Friendly
$48k - $100k / 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
‌
Financial Advisor - Ft. Washington/Conshohocken, PA
Citizens
Conshohocken, PA
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
Private Client Financial Advisor-King Of Prussia, PA
Citizens
King Of Prussia, PA
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
$91.1k - $155.1k / year
‌
Senior Trust Officer - Delaware Trust
Citizens
Wilmington, DE
‌
Private Client Financial Advisor
Citizens
Brookhaven, PA
New
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
CSI Investment Assistant II
Citizens
West Chester, PA
New
‌
Wealth Advisor
Meridian Bank
Exton, PA
Job Description
Working as a Financial Advisor in Exton, PA
There are 164 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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