Wealth Management Advisor Salaries in Souderton, 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

Build and sustain a referral network through in-person community involvement, and develop an online presence that reflects professional expertise and extends…

$110,000 - $160,000 a year

6 days ago

As you achieve licensing milestones, you’ll begin working directly with clients while building the skills needed to develop your own book of business.

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization…

$61,880 - $92,560 a year

Pursue licensing requirements - FINRA Series 65 within 6 months, insurance licensing for Life and Health. Additional benefits may include paid parental leave,…

$77,390.00 - $127,139.75 a year

5 days ago