Financial Advisor Jobs in Levittown, PA (753)
Relationship Partner
Rockefeller Capital Management
Trenton, New Jersey
$15 / hour
Investor Relations - Assistant Vice President
iCapital Network
Princeton, New Jersey
PTO
Vision Insurance
Parental Leave
$105k - $125k / year
Investor Relations - Assistant Vice President
iCapital
Princeton, New Jersey
PTO
Vision Insurance
Parental Leave
$105k - $125k / year
Wealth Management Analyst
Morgan Stanley
Conshohocken, Pennsylvania
New
Marketing Associate
FS Investments
Cherry Hill, New Jersey
Capstone Financial Advisory Services Consultant - Analyst or Associate
Huntington Bancshares
🌎 Remote
Remote
Diversity Leader
‌
Client Service Associate / Paraplanner
RIA Recruiting
Hamilton Twp, NJ
Health Insurance
Dental Insurance
Vision Insurance
Education
$65k - $75k / year
‌
Data Entry Associate
Insight Global
Philadelphia, PA
New
‌
Client Service Associate - Jenkintown, PA (Hybrid)
Raymond James Financial Services
Jenkintown, PA
Hybrid
‌
Financial Consultant- Princeton, NJ
Fidelity Investments
Princeton, NJ
Education
‌
VP/Director of Insurance Planning
AllianceBernstein
Philadelphia, PA
Health Insurance
$200k - $225k / year
‌
Assistant General Counsel, Corporate Functions NJ
Daiichi Sankyo
Trenton, New Jersey
‌
Private Client Financial Advisor
Citizens
Philadelphia County, PA
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Remote Certified Financial Planner
TalentWealth
🌎 Remote
Remote
‌
Beauty Advisor (Inside Sales) Sally Beauty
Sally Beauty
Levittown, PA
‌
Financial Advisor
Atria Wealth Solutions
Philadelphia, PA
Education
$84 / hour
‌
Merrill Experienced Financial Advisor
Bank of America
Mount Laurel, NJ
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Philadelphia, PA
New
Diversity Leader
$69.6k - $105k / year
‌
Merrill Financial Solutions Advisor - Philadelphia Market
Bank of America
Jenkintown, PA
Diversity Leader
Eco-Friendly
$100k / year
‌
Financial Advisor - Ft. Washington/Conshohocken, PA
Citizens
Fort Washington, PA
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
Financial Solutions Advisor - Consumer Investments - Mercer Market
Bank of America
Bordentown, NJ
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Bordentown Financial Center
Bank of America
Bordentown, NJ
New
Diversity Leader
Eco-Friendly
‌
Private Client Financial Advisor-King Of Prussia, PA
Citizens
Blue Bell, PA
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
National Financial Solutions Advisor - Development Program (Pennington, NJ)
Bank of America
Pennington, NJ
Diversity Leader
Eco-Friendly
‌
Participant Services Financial Solutions Advisor (Series 7 Required)
Bank of America
Pennington, NJ
Diversity Leader
Eco-Friendly
401(k)
$65k - $85k / year
‌
Financial Consultant Partner - Marlton, NJ
Charles Schwab
Moorestown, NJ
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Personal Financial Counselor, Assignment Ready Counselor - Pennsylvania
Magellan Health
Horsham, PA
$53.1k / year
‌
Vice President, BlackRock Portfolio Design Specialist
BlackRock
🌎 Remote
Remote
Eco-Friendly
Education
$110k / year
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Princeton, NJ
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Princeton, NJ
Diversity Leader
$85k - $193.4k / year
‌
Wealth Management Client Associate
Bank of America
Morrisville, PA
Diversity Leader
Eco-Friendly
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Philadelphia, PA
Diversity Leader
$119.5k - $272.1k / year
‌
Oracle Cloud Financial Consultant
Accenture
Philadelphia, PA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Beauty Advisor (Inside Sales) Sally Beauty
Sally Beauty
Levittown, PA
Job Description
Working as a Financial Advisor in Levittown, PA
There are 753 Financial Advisor opportunities available in Levittown, 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 Levittown, PA
Financial Advisors in Levittown, PA Resume Data
Average Experience for Financial Advisors in Levittown, PA
- More than 10 years: 62%
- 6-10 years: 24%
- 3-5 years: 10%
- 1-2 years: 3%
- Less than 1 year: 2%
Educational Background for Financial Advisors in Levittown, PA
- Bachelors: 57%
- Masters: 21%
- Diploma: 13%
- Associates: 7%
- Doctorate: 3%
Top Skill for Financial Advisors in Levittown, PA
- Sales skills: 17%
- Customer focus & orientation: 15%
- Attention to detail: 14%
- Work style: Reliability: 10%
- Management & leadership skills: Impact & influence: 9%
- Spreadsheets with Microsoft Excel: 8%
- Customer service: 7%
- Project timeline management: 7%
- Administrative assistant/receptionist: 6%
- Marketing: 6%
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