Personal Financial Advisor Jobs in Newtown, PA
- Univest Financial Corporation
- Doylestown, PA (10 miles from Newtown, PA)
- 2 days ago
- Doylestown, PA (10 miles from Newtown, PA)
- 2 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 (17 miles from Newtown, PA)
- 2 days ago
- Princeton, NJ (17 miles from Newtown, PA)
- 2 days ago
Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....
In PersonFS Asset Wealth Management Consultant - Sr. Manager
- PwC
- Philadelphia, PA (24 miles from Newtown, PA)
- 5 days ago
- Philadelphia, PA (24 miles from Newtown, PA)
- 5 days ago
Management industry Proficiency in digital wealth management solutions Proficiency in financial operations and statutory reporting Experience with business intelligence and performance management tools...
In Person- Tompkins Financial Corporation
- Plymouth Meeting, PA (19 miles from Newtown, PA)
- 9 days ago
- Plymouth Meeting, PA (19 miles from Newtown, PA)
- 9 days ago
Strategic Financial Planning & Advisory: Develop comprehensive financial plans using structured processes and software tools....
In Person- TIAA
- Princeton, NJ (17 miles from Newtown, PA)
- 25 days ago
- Princeton, NJ (17 miles from Newtown, PA)
- 25 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 (23 miles from Newtown, PA)
- 45+ days ago
- Cherry Hill, NJ (23 miles from Newtown, 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 (24 miles from Newtown, PA)
- 45+ days ago
- Philadelphia, PA (24 miles from Newtown, 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 (16 miles from Newtown, PA)
- 45+ days ago
- Princeton, NJ (16 miles from Newtown, 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 (11 miles from Newtown, PA)
- 45+ days ago
- Trenton, NJ (11 miles from Newtown, PA)
- 45+ days ago
Proficiency in financial planning software (eMoney preferred). Experience in delivering education or consulting in a financial planning context....
Remote- Pircairn
- Conshohocken, PA (22 miles from Newtown, PA)
- 60+ days ago
- Conshohocken, PA (22 miles from Newtown, PA)
- 60+ days ago
Investments - Implement and monitor client's asset allocation; perform trading and rebalancing analysis; initiate transactions for mutual funds, ETFs, and separately managed accounts, tax-loss harvesting...
In Person- Congreso De Latinos Unidos
- Philadelphia, PA (24 miles from Newtown, PA)
- 90+ days ago
- Philadelphia, PA (24 miles from Newtown, PA)
- 90+ days ago
Conducts initial client intake, including a financial assessment, financial plan, and service plan. Retrieves and reviews client credit reports....
In Person- Univest Financial Corporation
- Souderton, PA (19 miles from Newtown, PA)
- 90+ days ago
- Souderton, PA (19 miles from Newtown, PA)
- 90+ days ago
You will learn all aspects of our wealth management business including investment management, financial planning, trust services, and relationship management....
HybridIncome Sales Consultant - Wealth Management
- Prudential
- Dresher, PA (13 miles from Newtown, PA)
- 90+ days ago
- Dresher, PA (13 miles from Newtown, 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 (24 miles from Newtown, PA)
- 90+ days ago
- Philadelphia, PA (24 miles from Newtown, 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 (24 miles from Newtown, PA)
- 90+ days ago
- Philadelphia, PA (24 miles from Newtown, 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 Newtown, PA
Moving to Newtown, PA? Find some basic demographic data about Newtown, PA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Newtown, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Newtown, 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
- Accruals
- 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
- Sales Management
- Strategy Development
- Reimbursement
- Risk Management
- Finance
- Relationship Management
- Written Communication
- Business Development
- Collaboration
- Coaching
- Presentation
- Bachelor's Degree
- Policy Development
- Microsoft PowerPoint
- Regulations
- Team Building
- Research Skills
- Microsoft Office
- Sales
- Microsoft Excel
- Customer Service
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
- Relationship Management
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