Personal Financial Advisor Jobs in Lester, PA

1-10 of 10 Jobs

Wealth Management Advisor-Philadelphia, PA

  • Philadelphia, PA (8 miles from Lester, PA)
  • 1 day ago
  • Philadelphia, PA (8 miles from Lester, PA)
  • 1 day 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...

Income Sales Consultant - Wealth Management

  • Dresher, PA (20 miles from Lester, PA)
  • 2 days ago
  • Dresher, PA (20 miles from Lester, PA)
  • 2 days ago

What you'll need CFP or RICP Preferred FINRA Series 6, 63 (or 7, 66) and State Insurance license required Deep knowledge of industry technology platforms such as financial planning, asset management...

Associate Wealth Advisor

  • Bala Cynwyd, PA (10 miles from Lester, PA)
  • 2 days ago
  • Bala Cynwyd, PA (10 miles from Lester, PA)
  • 2 days ago

This individual will work directly in coordination with our Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and...

Wealth Management Advisor-Radnor, PA, Philadelphia, PA, State College, PA

  • Radnor, PA (14 miles from Lester, PA)
  • 2 days ago
  • Radnor, PA (14 miles from Lester, PA)
  • 2 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...

Medical Wealth Advisor II

  • Philadelphia, PA (8 miles from Lester, PA)
  • 16 days ago
  • Philadelphia, PA (8 miles from Lester, PA)
  • 16 days ago

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

Senior Wealth Advisor

  • Newtown Square, PA (11 miles from Lester, PA)
  • 22 days ago
  • Newtown Square, PA (11 miles from Lester, PA)
  • 22 days ago

Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr....

Wealth Advisor III

  • Philadelphia, PA (8 miles from Lester, PA)
  • 27 days ago
  • Philadelphia, PA (8 miles from Lester, PA)
  • 27 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....

Wealth Advisor - PNC Investments

  • Wilmington, DE (16 miles from Lester, PA)
  • 60+ days ago
  • Wilmington, DE (16 miles from Lester, PA)
  • 60+ 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 Lester, PA)
  • 90+ days ago
  • Bala Cynwyd, PA (10 miles from Lester, PA)
  • 90+ days ago

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

Wealth Advisor

  • Philadelphia, PA (8 miles from Lester, PA)
  • 90+ days ago
  • Philadelphia, PA (8 miles from Lester, PA)
  • 90+ 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....

Demographic Data for Lester, PA

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

Local
National
13,002,700
303,027

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.
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...
Udemy
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Lester, 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 Lester, 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 Lester, 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!