Personal Financial Advisor Jobs in Exton, PA
Financial Planning Consultant - Devon, PA
- Raymond James
- Devon, PA (11 miles from Exton, PA)
- 12 hours ago
- Devon, PA (11 miles from Exton, PA)
- 12 hours ago
Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals....
In PersonWealth Advisor - Wilmington, DE
- Citizens Financial Group, Inc.
- Hockessin, DE (17 miles from Exton, PA)
- 1 day ago
- Hockessin, DE (17 miles from Exton, PA)
- 1 day ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonWealth Advisor - Norristown, PA
- Citizens Bank
- Norristown, PA (17 miles from Exton, PA)
- 3 days ago
- Norristown, PA (17 miles from Exton, PA)
- 3 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In PersonSenior Wealth Advisor, Advice & Wealth Management
- Vanguard
- Malvern, PA (5 miles from Exton, PA)
- 4 days ago
- Malvern, PA (5 miles from Exton, PA)
- 4 days ago
Vanguard manages approximately$14trillion in global assets under management (AUM), serving more than 50million investors worldwide across mutual funds, ETFs, advisory services, and institutional solutions...
In PersonCentralized Wealth Management Advisor
- Citadel
- West Chester, PA (3 miles from Exton, PA)
- 5 days ago
- West Chester, PA (3 miles from Exton, PA)
- 5 days ago
As a Centralized Wealth Management Advisor, Financial Advisor, you'll provide high-touch support to clients in the Mass Market segment while helping uncover opportunities that deepen relationships and...
In Person- Beacon Pointe Advisors LLC.
- Bala Cynwyd, PA (21 miles from Exton, PA)
- 12 days ago
- Bala Cynwyd, PA (21 miles from Exton, PA)
- 12 days ago
This individual will work directly in coordination with our Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience to high net worth individuals and...
In Person- Sequoia Financial Group
- Berwyn, PA (9 miles from Exton, PA)
- 30+ days ago
- Berwyn, PA (9 miles from Exton, PA)
- 30+ days ago
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services....
In Person- Vanguard
- Newtown Square, PA (11 miles from Exton, PA)
- 30+ days ago
- Newtown Square, PA (11 miles from Exton, PA)
- 30+ days ago
Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr....
In PersonWealth Management Advisor-Radnor, PA, Philadelphia, PA, State College, PA
- TIAA
- Radnor, PA (12 miles from Exton, PA)
- 45+ days ago
- Radnor, PA (12 miles from Exton, PA)
- 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 PersonHead of Product Strategy and Growth - CRD Wealth and Advisor Platforms, MD
- State Street Corporation
- Berwyn, PA (9 miles from Exton, PA)
- 60+ days ago
- Berwyn, PA (9 miles from Exton, PA)
- 60+ 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 PersonWealth Advisor - PNC Wealth Management
- PNC Financial Services Group, Inc.
- Wilmington, DE (22 miles from Exton, PA)
- 60+ days ago
- Wilmington, DE (22 miles from Exton, PA)
- 60+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- Tompkins Community Bank
- Plymouth Meeting, PA (19 miles from Exton, PA)
- 90+ days ago
- Plymouth Meeting, PA (19 miles from Exton, PA)
- 90+ days ago
Strategic Financial Planning & Advisory: Develop comprehensive financial plans using structured processes and software tools....
In Person- M&T Bank
- Wilmington, DE (22 miles from Exton, PA)
- 90+ days ago
- Wilmington, DE (22 miles from Exton, PA)
- 90+ days ago
planning process....
In PersonDemographic Data for Exton, PA
Moving to Exton, PA? Find some basic demographic data about Exton, PA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Exton, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Exton, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Private Banking
- Nationwide Mortgage Licensing System & Registry
- Asset Allocation
- Mutual Funds
- Estate Planning
- Accruals
- BSA
- OFAC
- Retirement Planning
- Wealth Management
- Investment Banking
- Management Consulting
- Client Relationships
- Lending
- Tax Planning
- Investment Management
- Mortgage Processing
- Portfolio Management
- Financial Planning
- Risk Analysis
- Due Diligence
- Financial Services
- Asset Management
- Customer Retention
- Market Research
- Business Analysis
- Client Services
- Strategy Development
- Reimbursement
- Risk Management
- Relationship Management
- Written Communication
- Finance
- Business Development
- Consulting
- Presentation
- Collaboration
- Coaching
- Microsoft PowerPoint
- Policy Development
- Team Building
- Bachelor's Degree
- Sales
- Research Skills
- Regulations
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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