Personal Financial Advisor Jobs in Claymont, DE

1-11 of 11 Jobs

Head of Product Strategy and Growth - CRD Wealth and Advisor Platforms, MD

  • State Street Corporation
  • Berwyn, PA (16 miles from Claymont, DE)
  • 12 days ago
  • Berwyn, PA (16 miles from Claymont, DE)
  • 12 days ago

management & advisory, fintech, or enterprise software Deep understanding of wealth software and platforms Proven track record of leading large-scale growth initiatives for software products at enterprise...

In Person

Wealth Advisor - PNC Wealth Management

  • PNC Financial Services Group, Inc.
  • Wilmington, DE (6 miles from Claymont, DE)
  • 16 days ago
  • Wilmington, DE (6 miles from Claymont, DE)
  • 16 days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

In Person

FS Asset Wealth Management Consultant - Sr. Manager

  • PwC
  • Philadelphia, PA (18 miles from Claymont, DE)
  • 22 days ago
  • Philadelphia, PA (18 miles from Claymont, DE)
  • 22 days ago

Management industry Proficiency in digital wealth management solutions Proficiency in financial operations and statutory reporting Experience with business intelligence and performance management tools...

In Person

Family Wealth Analyst

  • Pircairn
  • Conshohocken, PA (20 miles from Claymont, DE)
  • 30+ days ago
  • Conshohocken, PA (20 miles from Claymont, DE)
  • 30+ days ago

Investments - Implement and monitor client's asset allocation; perform trading and rebalancing analysis; initiate transactions for mutual funds, ETFs, and separately managed accounts, tax-loss harvesting...

In Person

Wealth Management Advisor-Philadelphia, PA

  • TIAA
  • Philadelphia, PA (18 miles from Claymont, DE)
  • 45+ days ago
  • Philadelphia, PA (18 miles from Claymont, DE)
  • 45+ days ago

Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...

In Person

Wealth Advisor III

  • Tompkins Community Bank
  • Plymouth Meeting, PA (23 miles from Claymont, DE)
  • 60+ days ago
  • Plymouth Meeting, PA (23 miles from Claymont, DE)
  • 60+ days ago

Strategic Financial Planning & Advisory: Develop comprehensive financial plans using structured processes and software tools....

In Person

Wealth Advisor II

  • First Financial Bank
  • West Chester, PA (16 miles from Claymont, DE)
  • 90+ days ago
  • West Chester, PA (16 miles from Claymont, DE)
  • 90+ days ago

planning needs Relationship management experience with clients is required Knowledge of investment solutions, risk management, asset allocation and program design Demonstrated knowledge and use of...

In Person

Wealth Advisor

  • M&T Bank
  • Wilmington, DE (6 miles from Claymont, DE)
  • 90+ days ago
  • Wilmington, DE (6 miles from Claymont, DE)
  • 90+ days ago

planning process....

In Person

Senior Wealth Advisor

  • M&T Bank
  • Wilmington, DE (6 miles from Claymont, DE)
  • 90+ days ago
  • Wilmington, DE (6 miles from Claymont, DE)
  • 90+ days ago

planning process....

In Person

Financial Coach

  • Congreso De Latinos Unidos
  • Philadelphia, PA (18 miles from Claymont, DE)
  • 90+ days ago
  • Philadelphia, PA (18 miles from Claymont, DE)
  • 90+ days ago

Conducts initial client intake, including a financial assessment, financial plan, and service plan. Retrieves and reviews client credit reports....

In Person

Medical Wealth Advisor II

  • Truist
  • Philadelphia, PA (18 miles from Claymont, DE)
  • 90+ days ago
  • Philadelphia, PA (18 miles from Claymont, DE)
  • 90+ days ago

Basic wealth management knowledge 8. Excellent and proven oral, written and group presentations skills 9....

In Person

Demographic Data for Claymont, DE

Moving to Claymont, DE? Find some basic demographic data about Claymont, DE below.

Local
National
16,175
362
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

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edX
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Claymont, DE

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Claymont, DE offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Claymont, DE
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!