Personal Financial Advisor Jobs in Bensalem, PA

1-4 of 4 Jobs

Wealth Advisor, Schwab Wealth Advisory

  • Radnor, PA (24 miles from Bensalem, PA)
  • 5 days ago
  • Radnor, PA (24 miles from Bensalem, PA)
  • 5 days ago

If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the...

Retirement Specialist

  • Pennington, NJ (17 miles from Bensalem, PA)
  • 15 days ago
  • Pennington, NJ (17 miles from Bensalem, PA)
  • 15 days ago

Responsible for supporting the business applications used by 401k Operations/Retirement Operations and fielding issues or inquires reported by Processing, Client Services, Financial Services and...

Wealth Management Advisor

  • Philadelphia, PA (15 miles from Bensalem, PA)
  • 21 days ago
  • Philadelphia, PA (15 miles from Bensalem, PA)
  • 21 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...

Senior Wealth Advisor

  • Philadelphia, PA (15 miles from Bensalem, PA)
  • 90+ days ago
  • Philadelphia, PA (15 miles from Bensalem, PA)
  • 90+ days ago

Financial planning/wealth management acumen, judgment and experience. Solid strategic thinker, creative problem solver and competent decision maker....

Demographic Data for Bensalem, PA

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


Local
National
57,043
1,705
Medium

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
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...

Salary for Personal Financial Advisor Jobs in Bensalem, 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 Bensalem, 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
4.2%
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 Bensalem, 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%


Other Career Titles

Here are some other career titles that require similar skills