Financial Advisor Salaries in Yardley, PA

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

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

$72,280 - $108,160 a year

Developing and implementing financial plans for clients. At least 5 years of experience in the financial services industry.

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

$47,520 a year

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…

$70,000 - $80,000 a year

By developing a relationship with the client, Financial Solutions Advisors can engage clients in goals-based conversations that provide education on inheriting…

$65,000 - $85,000 a year

7 days ago