Financial Representative Jobs in Philadelphia, PA (673)
Estate Financial Advisor
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
Financial Advisor – Estate Planning
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$100k - $135k / year
Travel Nurse RN - ER/Trauma - $1,755 per week in Philadelphia, PA
TravelNurseSource
Philadelphia, PA
New
Dental Insurance
Vision Insurance
$1,755 / week
Wealth Management Associate
Morgan Stanley
Conshohocken, PA
Merrill Market Client Relationship Manager
Bank of America
Bala Cynwyd, PA
New
Diversity Leader
Eco-Friendly
401(k)
Entry Level - Wealth Management Associate - PA, Greater Philadelphia (5151)
Equitable Advisors
Bala Cynwyd, PA
New
Entry-Level
Dental Insurance
Vision Insurance
Participant Engagement Consultant
Ascensus
Dresher, PA
New
Private Client Relationship Manager
Citizens
Feasterville-Trevose, PA
New
Health Insurance
Relationship Banker, 2000 Market St, Philadelphia, PA
Santander Bank
Philadelphia, PA
New
Hourly
$37.5k / year
Remote Certified Financial Planner
TalentWealth
🌎 Remote
New
Remote
Entry Level Financial Representative - Insurance Sales
Bankers Life
Philadelphia, PA
Financial Advisor
Atria Wealth Solutions
Philadelphia, PA
Education
$84 / hour
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Philadelphia, PA
Diversity Leader
$69.6k - $105k / year
Merrill Experienced Financial Advisor
Bank of America
Philadelphia, PA
Diversity Leader
Eco-Friendly
$48k - $100k / year
Merrill Financial Solutions Advisor - Philadelphia Market
Bank of America
Philadelphia, PA
Diversity Leader
Eco-Friendly
$100k / year
Private Client Financial Advisor - Philadelphia, PA
Citizens
Philadelphia, PA
Dental Insurance
Vision Insurance
$105k - $250k / year
Financial Consultant Partner - Marlton, NJ
Charles Schwab
Moorestown, NJ
Dental Insurance
Vision Insurance
Education
Parental Leave
Financial Advisor - Hybrid - Ft. Washington, PA
Citizens
Fort Washington, PA
Hybrid
Dental Insurance
Vision Insurance
$65k - $70k / year
Oracle Cloud Financial Consultant
Accenture
Philadelphia, PA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
Financial Solutions Advisor - Consumer Investments - Greater Philadelphia Market
Bank of America
Philadelphia, PA
Diversity Leader
Eco-Friendly
Private Client Financial Advisor-King Of Prussia, PA
Citizens
Blue Bell, PA
Dental Insurance
Vision Insurance
$105k - $250k / year
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Philadelphia, PA
Diversity Leader
Financial Solutions Advisor Registration Candidate - Consumer Investments - Bordentown Financial Center
Bank of America
Bordentown, NJ
Diversity Leader
Eco-Friendly
Financial Improvement & Audit Remediation Senior Consultant, Secret Clearance
Deloitte
Philadelphia, PA
Diversity Leader
VP, Financial Consultant - Wayne, PA
Charles Schwab
Wayne, PA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant
Deloitte
Philadelphia, PA
Diversity Leader
$88.6k - $170.9k / year
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Philadelphia, PA
Diversity Leader
$63.4k - $144.3k / year
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Philadelphia, PA
Diversity Leader
$85k - $193.4k / year
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Philadelphia, PA
Diversity Leader
$119.5k - $272.1k / year
Wealth Management Client Associate
Bank of America
Morrisville, PA
Diversity Leader
Eco-Friendly
Retail Outparcel Development Manager
Bridge33 Capital
Philadelphia, PA
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$458 / week
Licensed Agent Insurance Representative
Bankers Life
Philadelphia, PA
Technical - Functional Oracle EBS Developer
Deloitte
Philadelphia, PA
Diversity Leader
Entry Level Financial Representative - Insurance Sales
Bankers Life
Philadelphia, PA
Financial Representative Salary in Philadelphia
Financial Representatives working in Philadelphia, PA make an average annual salary of $59K and a maximum annual salary of around $95K.
Job Description
Working as a Financial Representative in Philadelphia, PA
There are 673 Financial Representative opportunities available in Philadelphia, PA all with unique requirements.
A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.
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Financial Representative jobs near Philadelphia, PA
Financial Representatives in Philadelphia, PA Resume Data
Average Experience for Financial Representatives in Philadelphia, PA
- More than 10 years: 59%
- 6-10 years: 30%
- 3-5 years: 10%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Philadelphia, PA
- Diploma: 38%
- Bachelors: 36%
- Associates: 15%
- Masters: 10%
- Doctorate: 1%
Top Skill for Financial Representatives in Philadelphia, PA
- Customer focus & orientation: 23%
- Attention to detail: 12%
- Customer service: 12%
- Work style: Reliability: 11%
- Sales skills: 9%
- Administrative assistant/receptionist: 8%
- Verbal communication: 8%
- Call center customer service: 8%
- Scheduling: 6%
- Data entry: Accuracy: 4%
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