Financial Advisor Jobs in Levittown, PA (253)
Tax Partner
Jobot
Moorestown, NJ
New
Education
$125k - $160k / year
Data Entry Associate
Insight Global
Philadelphia, PA
CSI Investment Assistant II
Citizens
Philadelphia, PA
New
Hourly
Dental Insurance
Vision Insurance
$28.85 - $32.21 / hour
Private Client Financial Advisor - Philadelphia, PA
Citizens
Levittown, PA
New
Dental Insurance
Vision Insurance
$105k - $250k / year
Financial Advisor
Atria Wealth Solutions
Philadelphia, PA
Education
$84 / hour
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Philadelphia, PA
Diversity Leader
$69.6k - $105k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Mount Laurel, NJ
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Philadelphia Market
Bank of America
Jenkintown, PA
Diversity Leader
Eco-Friendly
$100k / year
‌
Financial Advisor - Ft. Washington/Conshohocken, PA
Citizens
Fort Washington, PA
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
New
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
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
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
‌
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Princeton, NJ
Diversity Leader
‌
National FSA Team Manager
Bank of America
Pennington, NJ
Diversity Leader
Eco-Friendly
Education
‌
Financial Improvement & Audit Remediation Senior Consultant, Secret Clearance
Deloitte
Philadelphia, PA
Diversity Leader
‌
Client Service Manager
Ascensus
Dresher, PA
‌
Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant
Deloitte
Philadelphia, PA
Diversity Leader
$88.6k - $170.9k / year
‌
Regional Director
Coventry
Fort Washington, PA
New
401(k)
Dental Insurance
Vision Insurance
‌
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Philadelphia, PA
Diversity Leader
$85k - $193.4k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Vice President, BlackRock Portfolio Design Specialist
BlackRock
🌎 Remote
Remote
Eco-Friendly
Education
$110k / year
‌
Vice President, USWA SMA and Options Marketer
BlackRock
🌎 Remote
Remote
Eco-Friendly
Education
$125k - $173.5k / year
Job Description
Working as a Financial Advisor in Levittown, PA
There are 253 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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