Financial Representative Jobs in Exton, PA (458)
Wells Fargo - Branch Manager - Brandywine (Remote - hybrid)
Wells Fargo
🌎 Remote
New
Remote
Hybrid
Branch Manager - Brandywine
Wells Fargo
West Chester, PA
New
Consumer Loan Sales Specialist
OneMain Financial
Downingtown, PA
Dental Insurance
Vision Insurance
Education
Commercial Middle Market Relationship Manager
Santander Holdings USA Inc
Conshohocken, PA
New
Hourly
$112.5k / year
Senior Financial Service Representative (Universal Banker)
Citadel
Paoli, PA
Merrill Financial Solutions Advisor - Philadelphia Market
Bank of America
Exton, PA
Diversity Leader
Eco-Friendly
$100k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Wayne, PA
Diversity Leader
Eco-Friendly
$48k - $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
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Media Financial Center
Bank of America
Media, PA
Diversity Leader
Eco-Friendly
‌
VP, Financial Consultant - Wayne, PA
Charles Schwab
Wayne, PA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Member Service Representative
TruMark Financial Credit Union
West Chester, PA
New
Part-Time
‌
Customer Service Representative
Suburban Propane
Exton, PA
Dental Insurance
Vision Insurance
‌
Store Supervisor
TD Bank Group
Exton, PA
$23.25 - $32.75 / hour
‌
Staff Accountant
ASM Global
Conshohocken, PA
‌
Sr. Manager, Investment Planning & Portfolio Management
CVS Health
Blue Bell, PA
New
Hourly
Retail
PTO
Dental Insurance
Vision Insurance
$82.9k - $182.5k / year
‌
Member Service Representative- Floating
TruMark Financial Credit Union
Conshohocken, PA
New
Part-Time
‌
Assistant Treasurer
ASM Global
Conshohocken, PA
‌
Relationship Banker, Pottstown, PA
Santander
Pottstown, PA
Hourly
$37.5k / year
‌
Patient Financial Services Representative
Fairview Health Services
🌎 Remote
Remote
403(b)
PTO
Dental Insurance
Vision Insurance
‌
Client Financial Services Representative
Burrell Behavioral Health
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌
Financial Services Representative
Equitable Advisors
Bala Cynwyd, Pennsylvania
Entry-Level
Dental Insurance
Vision Insurance
‌
Associate Financial Representative
Modern Woodmen of America
King Of Prussia, Pennsylvania
Dental Insurance
Vision Insurance
$46 / hour
‌
Financial Client Services Representative
Green Key Resources
Bala Cynwyd, Pennsylvania
‌
Financial Advisor / Producing Planner
GPAC
Wilmington, DE
‌
Wealth Management Advisor
Equitable Advisors
Bala Cynwyd, Pennsylvania
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Consultant
Equitable Advisors
Bala Cynwyd, Pennsylvania
‌
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Malvern, PA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Services Professional
Equitable Advisors
Bala Cynwyd, Pennsylvania
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Planning Associate
Equitable Advisors
Bala Cynwyd, Pennsylvania
Entry-Level
Dental Insurance
Vision Insurance
‌
Wealth Management Associate
Equitable
Bala Cynwyd, Pennsylvania
Entry-Level
Dental Insurance
Vision Insurance
‌
Financial Services Representative
Randstad Enterprise
🌎 Remote
Remote
Job Description
Working as a Financial Representative in Exton, PA
There are 458 Financial Representative opportunities available in Exton, PA all with unique requirements.
A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.
Financial Representative jobs near Exton, PA
Financial Representatives in Exton, PA Resume Data
Average Experience for Financial Representatives in Exton, PA
- More than 10 years: 59%
- 6-10 years: 30%
- 3-5 years: 10%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Exton, PA
- Bachelors: 37%
- Diploma: 36%
- Associates: 14%
- Masters: 12%
- Doctorate: 1%
Top Skill for Financial Representatives in Exton, PA
- Customer focus & orientation: 23%
- Attention to detail: 12%
- Customer service: 12%
- Work style: Reliability: 11%
- Sales skills: 9%
- Administrative assistant/receptionist: 8%
- Call center customer service: 7%
- Verbal communication: 7%
- Scheduling: 6%
- Data entry: Accuracy: 5%
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