Personal Financial Advisor Jobs in Levittown, PA
- Univest Financial Corporation
- Doylestown, PA (19 miles from Levittown, PA)
- 3 days ago
- Doylestown, PA (19 miles from Levittown, PA)
- 3 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....
HybridWealth Advisor - PNC Wealth Management Wealth Advisor - PNC Wealth Management
- PNC Financial Services Group
- Princeton, NJ (16 miles from Levittown, PA)
- 4 days ago
- Princeton, NJ (16 miles from Levittown, PA)
- 4 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In Person- Tompkins Financial Corporation
- Plymouth Meeting, PA (24 miles from Levittown, PA)
- 10 days ago
- Plymouth Meeting, PA (24 miles from Levittown, PA)
- 10 days ago
Strategic Financial Planning & Advisory: Develop comprehensive financial plans using structured processes and software tools....
In Person- TIAA
- Princeton, NJ (16 miles from Levittown, PA)
- 27 days ago
- Princeton, NJ (16 miles from Levittown, PA)
- 27 days ago
.+ Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.+ Reviews...
In PersonWealth Advisor - PNC Investments
- PNC Financial Services Group, Inc.
- Cherry Hill, NJ (19 miles from Levittown, PA)
- 45+ days ago
- Cherry Hill, NJ (19 miles from Levittown, PA)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonWealth Management Advisor-Philadelphia, PA
- TIAA
- Philadelphia, PA (23 miles from Levittown, PA)
- 45+ days ago
- Philadelphia, PA (23 miles from Levittown, 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 PersonWealth Advisor - PNC Investments
- PNC
- Princeton, NJ (15 miles from Levittown, PA)
- 45+ days ago
- Princeton, NJ (15 miles from Levittown, PA)
- 45+ days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonSenior Financial Planning Consultant
- LPL Financial
- Trenton, NJ (5 miles from Levittown, PA)
- 45+ days ago
- Trenton, NJ (5 miles from Levittown, PA)
- 45+ days ago
Proficiency in financial planning software (eMoney preferred). Experience in delivering education or consulting in a financial planning context....
Remote- Congreso De Latinos Unidos
- Philadelphia, PA (23 miles from Levittown, PA)
- 90+ days ago
- Philadelphia, PA (23 miles from Levittown, PA)
- 90+ days ago
Conducts initial client intake, including a financial assessment, financial plan, and service plan. Retrieves and reviews client credit reports....
In PersonIncome Sales Consultant - Wealth Management
- Prudential
- Dresher, PA (17 miles from Levittown, PA)
- 90+ days ago
- Dresher, PA (17 miles from Levittown, PA)
- 90+ 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...
In Person Part Time- Truist
- Philadelphia, PA (23 miles from Levittown, PA)
- 90+ days ago
- Philadelphia, PA (23 miles from Levittown, PA)
- 90+ days ago
Basic wealth management knowledge 8. Excellent and proven oral, written and group presentations skills 9....
In Person- Truist Financial Corporation
- Philadelphia, PA (23 miles from Levittown, PA)
- 90+ days ago
- Philadelphia, PA (23 miles from Levittown, 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....
In PersonDemographic Data for Levittown, PA
Moving to Levittown, PA? Find some basic demographic data about Levittown, PA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Levittown, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Levittown, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Asset Allocation
- Financial Accounting Standards
- Private Banking
- Mutual Funds
- Alternative Investments
- Nationwide Mortgage Licensing System & Registry
- Estate Planning
- BSA
- Wealth Management
- OFAC
- Retirement Planning
- Investment Banking
- Lending
- Client Relationships
- Investment Management
- Financial Planning
- Risk Analysis
- Portfolio Management
- Financial Services
- Mortgage Processing
- Financial Modeling
- Due Diligence
- Asset Management
- Customer Retention
- Client Services
- Financial Analysis
- Strategy Development
- Sales Management
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Team Building
- Research Skills
- Regulations
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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