Financial Advisor Salaries in Pennsylvania

Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.

A valid and active FINRA Series 7 license required. Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are…

$30.10 - $43.17 an hour

6 days ago

Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product…

$60,000 - $80,000 a year

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

$150,000 - $175,000 a year

Perform case analysis and develop recommendations. Business management - Review work methods and procedures for possible quality improvements and efficiencies…

$60,000 - $80,000 a year

Prioritization Management:Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth…

$88,000 - $121,000 a year