Personal Financial Advisor Jobs in Wynnewood, PA

1-8 of 8 Jobs

Philadelphia, PA (6 miles from Wynnewood, PA)
9 days ago

Philadelphia, PA (6 miles from Wynnewood, PA)
9 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 (19 miles from Wynnewood, PA)
12 days ago

Exton, PA (19 miles from Wynnewood, PA)
12 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

Exton, PA (19 miles from Wynnewood, PA)
20 days ago

Exton, PA (19 miles from Wynnewood, PA)
20 days ago

Our team is dedicated to continuous learning and professional development, ensuring that we stay at the forefront of the wealth management industry....

Wealth Management Advisor

Philadelphia, PA (6 miles from Wynnewood, PA)
30+ days ago

Philadelphia, PA (6 miles from Wynnewood, PA)
30+ 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

Newtown Square, PA (8 miles from Wynnewood, PA)
30+ days ago

Newtown Square, PA (8 miles from Wynnewood, PA)
30+ days ago

management offer....

Wealth Advisor

West Chester, PA (18 miles from Wynnewood, PA)
45+ days ago

West Chester, PA (18 miles from Wynnewood, PA)
45+ 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 (6 miles from Wynnewood, PA)
90+ days ago

Philadelphia, PA (6 miles from Wynnewood, PA)
90+ days ago

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

Senior Wealth Advisor

Newtown Square, PA (8 miles from Wynnewood, PA)
90+ days ago

Newtown Square, PA (8 miles from Wynnewood, PA)
90+ days ago

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

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Demographic Data for Wynnewood, PA

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

Median Age

Average Household Income

Home Value vs Household Income in Wynnewood, PA

Local

National

Total Population

15,390

Number of Businesses

384

City Size

Medium/Sm

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 Roles and Responsibilities

The demand for personal financial advisors is expected to grow faster than most national averages over the next few years. This career path also offers the advantages of almost unlimited earning...

Salary for Personal Financial Advisor Jobs in Wynnewood, 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 Wynnewood, 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 Wynnewood, 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