Personal Financial Advisor Jobs in Maple Glen, PA

1-8 of 8 Jobs

Wealth Advisor, Schwab Wealth Advisory

  • Radnor, PA (13 miles from Maple Glen, PA)
  • 1 day ago
  • Radnor, PA (13 miles from Maple Glen, PA)
  • 1 day 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 - PNCI

  • Doylestown, PA (9 miles from Maple Glen, PA)
  • 30+ days ago
  • Doylestown, PA (9 miles from Maple Glen, PA)
  • 30+ days ago

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

Senior Wealth Strategy Associate

  • Mount Laurel, NJ (22 miles from Maple Glen, PA)
  • 45+ days ago
  • Mount Laurel, NJ (22 miles from Maple Glen, PA)
  • 45+ days ago

expertise: • Series 7 and 66 licenses (required) • CFP, CFA, CIMA or other designation (not required but preferred) • Ideally 5+ years of experience within the wealth management field (or similar field...

Wealth Strategy Associate

  • Mount Laurel, NJ (22 miles from Maple Glen, PA)
  • 45+ days ago
  • Mount Laurel, NJ (22 miles from Maple Glen, PA)
  • 45+ days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

Wealth Management Advisor - PA, Bala Cynwyd (2559)

  • Bala Cynwyd, PA (11 miles from Maple Glen, PA)
  • 60+ days ago
  • Bala Cynwyd, PA (11 miles from Maple Glen, 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 (16 miles from Maple Glen, PA)
  • 60+ days ago
  • Philadelphia, PA (16 miles from Maple Glen, 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 (24 miles from Maple Glen, PA)
  • 60+ days ago
  • Exton, PA (24 miles from Maple Glen, 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 (24 miles from Maple Glen, PA)
  • 90+ days ago
  • West Chester, PA (24 miles from Maple Glen, 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 Maple Glen, PA

Moving to Maple Glen, PA? Find some basic demographic data about Maple Glen, 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 Maple Glen, 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 Maple Glen, PA offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.4%
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 Maple Glen, 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!