Personal Financial Advisor Jobs in Pottstown, PA

1-4 of 4 Jobs

Wealth Advisor - PNCI

  • Doylestown, PA (24 miles from Pottstown, PA)
  • 17 days ago
  • Doylestown, PA (24 miles from Pottstown, PA)
  • 17 days ago

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

Senior Wealth Advisor

  • Newtown Square, PA (21 miles from Pottstown, PA)
  • 90+ days ago
  • Newtown Square, PA (21 miles from Pottstown, PA)
  • 90+ days ago

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

Senior Wealth Advisor

  • Exton, PA (15 miles from Pottstown, PA)
  • 60+ days ago
  • Exton, PA (15 miles from Pottstown, PA)
  • 60+ 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 (18 miles from Pottstown, PA)
  • 90+ days ago
  • West Chester, PA (18 miles from Pottstown, 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 Pottstown, PA

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

Local
National
66,626
1,590
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...
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 Pottstown, 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 Pottstown, 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
2.7%
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 Pottstown, 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!