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Financial Advisor Jobs in Norristown, PA (301)

Financial Advisor/Wealth Manager - Philadelphia, PA

Tristate Financial Advisors
Philadelphia, PA
Icon: salary
$100k / year

Financial Advisor

Equitable Advisors
Bala Cynwyd, PA

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
Icon: salary
$61k - $119k / year

Associate Financial Planner

GemHarvest Executive Recruiting
Philadelphia, PA

Investment Advisor

Entrust Financial
Wayne, PA
Hospitality
B-Corp
Icon: salary
$35 / hour
‌

Wealth Advisor

Meridian Bank
Exton, PA
‌

Wealth Management Advisor

Windward Recruiting
Berwyn, PA
Health Insurance
‌

Entry Level Financial Consultant - Retirement Benefits Group

Equitable Advisors
Bala Cynwyd, PA
Entry-Level
‌

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
‌

Retirement Planning Associate

Equitable Advisors
Philadelphia, PA
Entry-Level
Dental Insurance
Vision Insurance
‌

Financial Professional

Equitable Advisors
Philadelphia, PA
Entry-Level
Dental Insurance
Vision Insurance
‌

Paraplanner

Equitable Advisors
Bala Cynwyd, PA
Entry-Level
Icon: salary
$75k / year
‌

Wealth Management Associate

Morgan Stanley
Conshohocken, PA
‌

Client Service Associate

Meridian Bank
Exton, PA
‌

Administrative Assistant

Equitable Advisors
🌎 Remote
Remote
Hybrid
Entry-Level
‌

Wealth Advisor & Financial Planner

Elevation Wealth Partners
🌎 Remote
New
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
Icon: salary
$60 / hour
‌

Financial Advisor

State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
Icon: salary
$48k - $60k / year
‌

Financial Advisor-in-Training

AdviceOne LLC Careers
🌎 Remote
Remote
Hybrid
PTO
Health Insurance
Dental Insurance
Vision Insurance
‌

Financial Advisor

Atria Wealth Solutions
Philadelphia, PA
Education
Icon: salary
$84 / hour
‌

Merrill Experienced Financial Advisor

Bank of America
Wayne, PA
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Consultant, Engagement Financial Advisor/ GPS

Deloitte
Philadelphia, PA
Diversity Leader
Icon: salary
$69.6k - $105k / year
‌

Merrill Financial Solutions Advisor - Philadelphia Market

Bank of America
Conshohocken, PA
Diversity Leader
Eco-Friendly
Icon: salary
$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
Icon: salary
$65k - $70k / year
‌

Private Client Financial Advisor-King Of Prussia, PA

Citizens
King Of Prussia, PA
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year
‌

Financial Consultant Partner - Marlton, NJ

Charles Schwab
Moorestown, NJ
Dental Insurance
Vision Insurance
Education
Parental Leave
‌

Personal Financial Counselor, Assignment Ready Counselor - Pennsylvania

Magellan Health
Horsham, PA
Icon: salary
$53.1k / year
‌

Tax Senior - Investment Management - Private Wealth (East Coast)

Deloitte
Philadelphia, PA
Diversity Leader
Icon: salary
$63.4k - $144.3k / year
‌

Tax Manager-Investment Management - Private Wealth (East Coast)

Deloitte
Philadelphia, PA
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)

Deloitte
Philadelphia, PA
Diversity Leader
Icon: salary
$119.5k - $272.1k / year
‌

Private Client Financial Advisor

Citizens
Glenolden, PA
New
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year
‌

Member Service Representative - Part Time

TruMark Financial Credit Union
Norristown, PA
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule

Job Description

Working as a Financial Advisor in Norristown, PA

There are 301 Financial Advisor opportunities available in Norristown, 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 Norristown, PA

  • Philadelphia, PA
  • Allentown, PA
  • Wilmington, DE

Financial Advisors in Norristown, PA Resume Data

Average Experience for Financial Advisors in Norristown, PA

  • More than 10 years: 64%
  • 6-10 years: 24%
  • 3-5 years: 9%
  • 1-2 years: 2%
  • Less than 1 year: 1%

Educational Background for Financial Advisors in Norristown, PA

  • Bachelors: 58%
  • Masters: 19%
  • Diploma: 12%
  • Associates: 7%
  • Doctorate: 3%

Top Skill for Financial Advisors in Norristown, PA

  • Customer focus & orientation: 16%
  • Sales skills: 15%
  • Attention to detail: 13%
  • Spreadsheets with Microsoft Excel: 11%
  • Work style: Reliability: 9%
  • Administrative assistant/receptionist: 8%
  • Management & leadership skills: Impact & influence: 8%
  • Project timeline management: 7%
  • Customer service: 6%
  • Analyzing data: 6%

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