Financial Advisor Jobs in Kutztown, PA (22)
Locum Physician (MD/DO) - Neurosurgery in Allentown, PA - Excellent Benefits 2025-01-28
Travel Nurse RN - Med Surg / Telemetry - $2,105 per week
Travel LPN / LVN - Long Term Care - $1,163 per week - Urgently Hiring
Licensed Psychiatrist - Pennsylvania
Bilingual Licensed Healthcare Insurance Agent | Spanish-English | Remote USA
Licensed Healthcare Insurance Agent – Remote USA
Phlebotomist II Float
Private Client Financial Advisor
CSI Investment Assistant II
Financial Analyst - Hybrid Remote
Remote Certified Financial Planner
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Merrill Experienced Financial Advisor
Merrill Financial Solutions Advisor - Eastern Pennsylvania Market
Advisor Development Program - Financial Solutions Advisor Trainee: 15th & Allen Sts. Financial Center
Wealth Management Client Associate
Business Development Representative
Sales Trainee | Recruiter
Automation Specialist 7 (Substation)
Sr. Director, Transaction Management
Utilities Mechanical Engineer
Entry Level Recruiter | Sales Trainee
Lead Process Engineer
Project Manager
Financial Advisor III - Supply Chain
Job Description
Working as a Financial Advisor in Kutztown, PA
There are 22 Financial Advisor opportunities available in Kutztown, PA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Kutztown, PA
Financial Advisors in Kutztown, PA Resume Data
Average Experience for Financial Advisors in Kutztown, PA
- More than 10 years: 65%
- 6-10 years: 21%
- 3-5 years: 10%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Kutztown, PA
- Bachelors: 67%
- Diploma: 17%
- Masters: 9%
- Associates: 6%
Top Skill for Financial Advisors in Kutztown, PA
- Customer focus & orientation: 16%
- Sales skills: 16%
- Administrative assistant/receptionist: 13%
- Customer service: 13%
- Written communication: 10%
- Call center customer service: 6%
- Data entry: Accuracy: 6%
- Attention to detail: 6%
- Spreadsheets with Microsoft Excel: 6%
- HR: Compensation & benefits: 6%
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