Financial Advisor Salaries in Ephrata, PA

CFP® certification preferred (or willingness to obtain within two years). Deep technical bench across tax, estate, and investments.

$150,000 - $175,000 a year

Use of manual dexterity skills for typing and data entry up to 40% of the business day. Proactively advise and consult with clients, explaining the types of…

$75,000 - $184,800 a year

Bachelor’s degree in finance or a related field from an accredited college or university; master’s degree preferred.

From $125,000 a year

Ability to travel regionally throughout the state of Pennsylvania on a regular basis, and nationally overnight as needed.

Business Development: Source new wealth management relationships, grow assets under management, cultivate centers of influence, and develop new opportunities…

This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or…

$24.81 - $41.35 an hour