Personal Financial Advisor Jobs in Lower Merion, PA

1-10 of 10 Jobs

Wealth Management Advisor-Philadelphia, PA

Philadelphia, PA (8 miles from Lower Merion, PA)
6 days ago

Philadelphia, PA (8 miles from Lower Merion, PA)
6 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...

Wealth Advisor - PNCI

Doylestown, PA (24 miles from Lower Merion, PA)
12 days ago

Doylestown, PA (24 miles from Lower Merion, PA)
12 days ago

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

Senior Wealth Strategy Associate

Mount Laurel, NJ (21 miles from Lower Merion, PA)
24 days ago

Mount Laurel, NJ (21 miles from Lower Merion, PA)
24 days ago

expertise: • Series 7 and 66 licenses (required) • CFP, CFA, CIMA or other designation (not required but preferred) • Ideally 5+ years of experience within the wealth management field (or similar field...

Wealth Strategy Associate

Mount Laurel, NJ (21 miles from Lower Merion, PA)
25 days ago

Mount Laurel, NJ (21 miles from Lower Merion, PA)
25 days ago

Are you skilled at developing wealth management strategies? Does financial data excite you?...

Wealth Management Advisor - PA, Bala Cynwyd (2559)

Bala Cynwyd, PA (5 miles from Lower Merion, PA)
30+ days ago

Bala Cynwyd, PA (5 miles from Lower Merion, 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 (6 miles from Lower Merion, PA)
90+ days ago

Newtown Square, PA (6 miles from Lower Merion, PA)
90+ days ago

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

Wealth Advisor

Philadelphia, PA (8 miles from Lower Merion, PA)
45+ days ago

Philadelphia, PA (8 miles from Lower Merion, PA)
45+ 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....

Senior Wealth Advisor

Exton, PA (17 miles from Lower Merion, PA)
45+ days ago

Exton, PA (17 miles from Lower Merion, 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 (15 miles from Lower Merion, PA)
90+ days ago

West Chester, PA (15 miles from Lower Merion, 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....

Senior Wealth Advisor

Philadelphia, PA (8 miles from Lower Merion, PA)
90+ days ago

Philadelphia, PA (8 miles from Lower Merion, PA)
90+ days ago

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

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Demographic Data for Lower Merion, PA

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

Median Age

Average Household Income

Home Value vs Household Income in Lower Merion, PA

Local

National

Total Population

13,002,700

Number of Businesses

303,027

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...

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...

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...

Salary for Personal Financial Advisor Jobs in Lower Merion, 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 Lower Merion, 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 Lower Merion, 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!

Other Career Titles

Here are some other career titles that require similar skills