Personal Financial Advisor Jobs in Devon, PA

1-8 of 8 Jobs

Senior Wealth Advisor

  • Warrington, PA (20 miles from Devon, PA)
  • 1 day ago
  • Warrington, PA (20 miles from Devon, PA)
  • 1 day ago

Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is interested in working with an existing book of clients. This exciting position will allow...

Wealth Advisor, Schwab Wealth Advisory

  • Radnor, PA (1 mile from Devon, PA)
  • 10 days ago
  • Radnor, PA (1 mile from Devon, PA)
  • 10 days ago

plans and portfolios for clients Five or more years in the financial services industry working directly with clients Preferred Qualifications: CFP or CFA Superior relationship management and client...

Wealth Advisor - PNC Investments

  • Wilmington, DE (22 miles from Devon, PA)
  • 20 days ago
  • Wilmington, DE (22 miles from Devon, PA)
  • 20 days ago

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

Wealth Advisor - PNCI

  • Doylestown, PA (23 miles from Devon, PA)
  • 30+ days ago
  • Doylestown, PA (23 miles from Devon, PA)
  • 30+ days ago

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

Wealth Management Advisor - PA, Bala Cynwyd (2559)

  • Bala Cynwyd, PA (10 miles from Devon, PA)
  • 60+ days ago
  • Bala Cynwyd, PA (10 miles from Devon, PA)
  • 60+ days ago

We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC)....

Wealth Advisor

  • Philadelphia, PA (15 miles from Devon, PA)
  • 60+ days ago
  • Philadelphia, PA (15 miles from Devon, PA)
  • 60+ days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

Senior Wealth Advisor

  • Exton, PA (11 miles from Devon, PA)
  • 60+ days ago
  • Exton, PA (11 miles from Devon, PA)
  • 60+ days ago

using CRM tools; excellent knowledge Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Previous experience in financial planning software preferred (e.g....

Wealth Advisor

  • West Chester, PA (10 miles from Devon, PA)
  • 90+ days ago
  • West Chester, PA (10 miles from Devon, PA)
  • 90+ days ago

MS Office Education Bachelor’s degree FINRA Series 7, 63, 65/66, Certified Financial Planner (CFP) or other industry designation required....

Demographic Data for Devon, PA

Moving to Devon, PA? Find some basic demographic data about Devon, PA below.

Local
National
7,734
197
Medium/Sm

Personal Financial Advisor Online Courses and Training Opportunities

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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...
John Academy
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
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...
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Salary for Personal Financial Advisor Jobs in Devon, PA

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 Devon, PA offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
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 Devon, PA
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!