Personal Financial Advisor Jobs in Durham, PA

1-5 of 5 Jobs

Penn State University Talent Acquisition
Souderton, PA (20 miles from Durham, PA)
4 days ago

Souderton, PA (20 miles from Durham, PA)
4 days ago

You will learn all aspects of our wealth management business including investment management, financial planning, trust services, and relationship management....

In Person

Wealth Management Advisor-Allentown, PA

TIAA
Center Valley, PA (9 miles from Durham, PA)
9 days ago

Center Valley, PA (9 miles from Durham, PA)
9 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

Univest Financial Corporation
Doylestown, PA (19 miles from Durham, PA)
12 days ago

Doylestown, PA (19 miles from Durham, PA)
12 days ago

Overview Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial – a trusted institution with a 149-year history....

Hybrid

Wealth Advisor - PNC Investments

PNC Financial Services Group, Inc.
Allentown, PA (13 miles from Durham, PA)
45+ days ago

Allentown, PA (13 miles from Durham, PA)
45+ days ago

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

In Person

Wealth Advisor Associate

Univest Financial Corporation
Souderton, PA (20 miles from Durham, PA)
90+ days ago

Souderton, PA (20 miles from Durham, PA)
90+ days ago

You will learn all aspects of our wealth management business including investment management, financial planning, trust services, and relationship management....

Hybrid

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Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

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...

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,...

Financial Development and Financial Inclusion

Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...

Salary for Personal Financial Advisor Jobs in Durham, 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 Durham, PA 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 Durham, 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!

Other Career Titles

Here are some other career titles that require similar skills