Financial Planner Salaries in Pennsylvania

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

$150,000 - $175,000 a year

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

Participate in client meetings and conference calls, as requested. Synthesize data into observable messages around style/sector tilts, geographic concentrations…

10 days ago

Active state insurance licenses and FINRA Series 6, 7, 63, or 66, or willing to obtain. Identify opportunities for clients to optimize their financial goals.

$80,000 - $220,000 a year

11 days ago

We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. $87,100+ at-plan commission.

$87,100 a year

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

9 days ago