Personal Financial Advisor Jobs in Devon, PA
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
- Univest Financial Corporation
- King of Prussia, PA (3 miles from Devon, PA)
- 18 hours ago
- King of Prussia, PA (3 miles from Devon, PA)
- 18 hours ago
Overview At Girard, we believe wealth management is about more than numbers, it’s about people, trust, and helping clients make confident decisions for the future....
HybridDivisional Wealth Management Consultant - Philadelphia & D.C.
- Capital Group
- Philadelphia, PA (15 miles from Devon, PA)
- 1 day ago
- Philadelphia, PA (15 miles from Devon, PA)
- 1 day ago
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area...
In Person- Univest
- King of Prussia, PA (3 miles from Devon, PA)
- 5 days ago
- King of Prussia, PA (3 miles from Devon, PA)
- 5 days ago
You will learn all aspects of our wealth management business including investment management, financial planning, trust services, and relationship management....
Hybrid- Accenture
- Philadelphia, PA (15 miles from Devon, PA)
- 7 days ago
- Philadelphia, PA (15 miles from Devon, PA)
- 7 days ago
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In Person- Univest Financial Corporation
- King of Prussia, PA (3 miles from Devon, PA)
- 7 days ago
- King of Prussia, PA (3 miles from Devon, PA)
- 7 days ago
guidance, and financial planning....
Hybrid- Citizens Financial Group, Inc.
- Chalfont, PA (20 miles from Devon, PA)
- 21 days ago
- Chalfont, PA (20 miles from Devon, PA)
- 21 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- Citizens Bank
- Lansdale, PA (14 miles from Devon, PA)
- 21 days ago
- Lansdale, PA (14 miles from Devon, PA)
- 21 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
In Person- Mercer Advisors
- Radnor, PA (1 mile from Devon, PA)
- 28 days ago
- Radnor, PA (1 mile from Devon, PA)
- 28 days ago
Financial Planner (CFP) designation required....
Hybrid- Tompkins Financial Corporation
- Plymouth Meeting, PA (9 miles from Devon, PA)
- 28 days ago
- Plymouth Meeting, PA (9 miles from Devon, PA)
- 28 days ago
Strategic Financial Planning & Advisory: Develop comprehensive financial plans using structured processes and software tools....
In Person- Univest Financial Corporation
- Souderton, PA (18 miles from Devon, PA)
- 30+ days ago
- Souderton, PA (18 miles from Devon, PA)
- 30+ days ago
You will learn all aspects of our wealth management business including investment management, financial planning, trust services, and relationship management....
HybridJ.P. Morgan Advisors Wealth Advisor Development Associate - Philadelphia, PA
- JP Morgan
- Philadelphia, PA (15 miles from Devon, PA)
- 30+ days ago
- Philadelphia, PA (15 miles from Devon, PA)
- 30+ days ago
Are you looking to be the next ultra-high net financial advisor? Check out our Wealth Advisor Development Associate program. Posting Description When you join JPMorgan Chase & Co. you will have...
In PersonSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Philly region
- Empower
- Philadelphia, PA (15 miles from Devon, PA)
- 30+ days ago
- Philadelphia, PA (15 miles from Devon, PA)
- 30+ days ago
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning Excellent verbal and written communication skills; strong interpersonal skills...
HybridVirtual Wealth Advisor - Greater Philadelphia
- Citizens Bank
- Conshohocken, PA (6 miles from Devon, PA)
- 30+ days ago
- Conshohocken, PA (6 miles from Devon, PA)
- 30+ days ago
The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
Hybrid- The Prosperity Consulting Group, LLC
- Philadelphia, PA (15 miles from Devon, PA)
- 45+ days ago
- Philadelphia, PA (15 miles from Devon, PA)
- 45+ days ago
Financial planning/wealth management acumen, judgment and experience. Solid strategic thinker, creative problem solver and competent decision maker....
HybridTax Advisor, Wealth Management
- Brown Brothers Harriman
- Philadelphia, PA (15 miles from Devon, PA)
- 60+ days ago
- Philadelphia, PA (15 miles from Devon, PA)
- 60+ days ago
The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers....
In PersonDemographic Data for Devon, PA
Moving to Devon, PA? Find some basic demographic data about Devon, PA below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Devon, PA
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Devon, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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