Personal Financial Advisor Jobs in Exton, PA

1-4 of 4 Jobs

Wealth Management Advisor - PA, Bala Cynwyd (2559)

  • Bala Cynwyd, PA (21 miles from Exton, PA)
  • 30+ days ago
  • Bala Cynwyd, PA (21 miles from Exton, PA)
  • 30+ days ago

We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (CFP) Professional and Chartered Financial Consultant (ChFC)....

Senior Wealth Advisor

  • Newtown Square, PA (11 miles from Exton, PA)
  • 90+ days ago
  • Newtown Square, PA (11 miles from Exton, PA)
  • 90+ days ago

In-depth knowledge of financial planning, investment strategies, and industry regulations....

Senior Wealth Advisor

  • Exton, PA
  • 45+ days ago
  • Exton, PA
  • 45+ 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 (3 miles from Exton, PA)
  • 90+ days ago
  • West Chester, PA (3 miles from Exton, 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 Exton, PA

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

Local
National
18,808
1,404
Medium/Sm

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...
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Salary for Personal Financial Advisor Jobs in Exton, 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 Exton, 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
2.7%
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 Exton, 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!