Personal Financial Advisor Jobs in New Stanton, PA

1-5 of 5 Jobs

Wealth Advisor

  • Pittsburgh, PA (16 miles from New Stanton, PA)
  • 1 day ago
  • Pittsburgh, PA (16 miles from New Stanton, PA)
  • 1 day ago

planning, accounting, legal or other organization that provides relevant experience Series 65, CFP or CFA required Skills & Knowledge Wealth management experience with fee-based consulting, tax, mutual...

Financial Advisor, Wealth Management

  • Pittsburgh, PA (16 miles from New Stanton, PA)
  • 25 days ago
  • Pittsburgh, PA (16 miles from New Stanton, PA)
  • 25 days ago

Provide full array of financial planning for clients, dependent upon their needs, to include both Brokerage and Advisory services, inclusive of mutual fund products, life insurance products, stocks,...

Regional Wealth Management Consultant

  • United, PA (7 miles from New Stanton, PA)
  • 30+ days ago
  • United, PA (7 miles from New Stanton, PA)
  • 30+ days ago

Travel of 40-50% is expected, reporting to the Director of Wealth Management Consulting....

Wealth Advisor - PNC Investments

  • Pittsburgh, PA (16 miles from New Stanton, PA)
  • 90+ days ago
  • Pittsburgh, PA (16 miles from New Stanton, PA)
  • 90+ days ago

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

Wealth Advisor - Pittsburgh, PA

  • Pittsburgh, PA (16 miles from New Stanton, PA)
  • 90+ days ago
  • Pittsburgh, PA (16 miles from New Stanton, PA)
  • 90+ days ago

Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines. Performs other related duties and projects as assigned....

Demographic Data for New Stanton, PA

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


Local
National
3,320
115
Small

Personal Financial Advisor Online Courses and Training Opportunities

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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 advisor, youll educate your clients on investments, taxes, savings...
LinkedIn for Financial Advisors
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Salary for Personal Financial Advisor Jobs in New Stanton, 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 New Stanton, 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 New Stanton, 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%