Personal Financial Advisor Jobs in Quakertown, PA

1-3 of 3 Jobs

Wealth Advisor - PNC Investments

  • Allentown, PA (12 miles from Quakertown, PA)
  • 30+ days ago
  • Allentown, PA (12 miles from Quakertown, PA)
  • 30+ days ago

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

Wealth Advisor Associate

  • Souderton, PA (11 miles from Quakertown, PA)
  • 60+ days ago
  • Souderton, PA (11 miles from Quakertown, PA)
  • 60+ days ago

You will learn all aspects of our wealth management business including investment management, financial planning, trust services, and relationship management....

Income Sales Consultant - Wealth Management

  • Dresher, PA (23 miles from Quakertown, PA)
  • 60+ days ago
  • Dresher, PA (23 miles from Quakertown, PA)
  • 60+ 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...

Demographic Data for Quakertown, PA

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

Local
National
36,111
1,011
Medium

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...
Corporate Finance Institute
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...
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 Quakertown, 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 Quakertown, 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
4.1%
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 Quakertown, 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!