Top 10 Associate financial advisor Jobs in Dublin, Pa

Associate Wealth Advisor
Citizens & Northern Bank —Doylestown, PA
- Finance
- Business development
- Presentation skills
- Health savings account
- Disability insurance
Financial Advisor Associate - Newtown, PA
TD Bank —Newtown, PA
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Client Associate - Financial Services
SUMMIT FINANCIAL GROUP INC —Dublin, PA
- $45,000 - $55,000 a year
- Full-time
- Microsoft Word
- Marketing
- Office
- Health insurance
- 401(k)
Quick Apply
Private Client Associate - Royersford, PA
Janney Montgomery Scott LLC —Royersford, PA
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
Financial Advisor Associate - Montgomeryville, PA
TD Bank —Bethlehem, PA
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Associate, Financial Advisor, Conshohocken, PA
Santander Bank —Conshohocken, PA
- $61,875 - $105,000 a year
- Mid-level
- Office
- Finance
Associate Financial Advisor
Ameriprise Financial Services, LLC —Limerick, PA
- $60,000 - $80,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- 401(k)
- Paid time off
Quick Apply
Registered Client Service Associate
Ameriprise Financial —Conshohocken, PA
- Full-time
- Research
- Mid-level
- Office
Senior Client Service Associate
Cerity Partners —West Conshohocken, PA
- $70,000 - $85,000 a year
- Email
- 5 years
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
10d
Associate Wealth Advisor
Strategic Wealth Alliance Group —Allentown, PA
- $100,000 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply

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Wealth Management Trainee (PA)
Bankers Life —Allentown, PA
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
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Associate Wealth Advisor
Citizens & Northern Bank —Doylestown, PA
As you achieve licensing milestones, you’ll begin working directly with clients while building the skills needed to develop your own book of business.

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Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
Quick Apply
Associate Financial Advisor
Jambalaya Group —Worthington, OH
This position is ideal for someone who has financial services experience and wants to develop their advisory skills without the immediate pressure to build a…
$75,000 - $90,000 a year
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Associate Wealth Advisor

Citizens & Northern Bank -
Doylestown, PA

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Job Details

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Employee stock ownership plan
Opportunities for advancement

Qualifications

Financial sales
Series 66
Series 7
Customer relationship management
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Who are we?

For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily.

From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including “Giving Back, Giving Together,” to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

Who are you?

You’re motivated, relationship-focused, and ready to build a career in wealth management. At C&N, we’re seeking an Associate Wealth Advisor to support our Wealth Advisors while developing the knowledge, experience, and licensure needed to become a trusted financial advisor.

In this role, you’ll gain hands-on experience in wealth planning, investment management, trust services, business development, and client relationship management. As you achieve licensing milestones, you’ll begin working directly with clients while building the skills needed to develop your own book of business. If you’re passionate about helping clients achieve their financial goals and eager to grow within a collaborative Wealth Management team, this is an outstanding opportunity.

You will be responsible for:

Client Relationship Management: Support Wealth Advisors in servicing client relationships by maintaining regular communication, preparing client materials, coordinating follow-up, and assisting with account administration.

Sales Support & Wealth Solutions: Learn C&N's wealth management products and services while supporting investment, trust, brokerage, and insurance solutions. As licensing requirements are met, begin working directly with clients under the supervision of a Wealth Advisor.

Business Development: Participate in business development activities through networking, referrals, collaboration with internal banking partners, and proactive outreach while developing the skills to build your own book of business.

Account Administration & Compliance: Prepare account documentation, support onboarding activities, maintain accurate records, and ensure compliance with regulatory requirements and internal policies.

Professional Development: Complete required licensing and training while building expertise in financial planning, investment management, retirement strategies, trust services, and relationship management.

Requirements:

Education & Experience – You will need a Bachelor’s degree in accounting, business, economics, finance, financial management, or a related field is preferred AND 0-2 years of experience in banking, financial services, wealth management OR an equivalent combination of education and experience.

Required Certifications -

FINRA Series 7 & 66 within 6 months of start date
Applicable State Life & Health Insurance Licenses within 1 year of start date

Skills – You should possess well-developed abilities and a proven track record in the following areas:

Relationship Building
Customer Service
Business Development
Sales Experience
Strong Communication & Presentation Skills
Active Listening
Financial Planning Fundamentals
Attention to Detail
Critical Thinking
Collaboration & Teamwork
Time Management & Organization
Adaptability

Key Competencies – The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:

Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
Instills Trust: Maintains integrity, follows through on commitments, and earns credibility through consistent actions.
Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
Action Oriented: Acts quickly on challenges, seizes opportunities, and tackles tough issues with a positive attitude.

Why C&N?

At C&N, we’re more than just a team – we’re a community working together toward a shared mission: the success of our customers, teammates, shareholders, and communities.

Achieve & Grow: Your success is our success. At C&N, you’ll grow alongside our customers as we work together to achieve meaningful goals.
Learn & Develop: Collaboration is at the heart of what we do. You’ll learn from and with your teammates, fostering both personal and professional growth.
Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.

We’re proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.

Comprehensive Benefits for Your Success:

At C&N, we offer more than just a competitive salary – our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:

Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
Health & Wellness:
- Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
- Employer-paid life and disability insurance.
- Additional voluntary coverages to meet your unique needs.
Career Development: Access to education and development programs and ongoing support for personal and professional growth.

With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

associate financial advisor jobs in dublin, pa

Associate Wealth Advisor

Financial Advisor Associate - Newtown, PA

Client Associate - Financial Services

Private Client Associate - Royersford, PA

Financial Advisor Associate - Montgomeryville, PA

Associate, Financial Advisor, Conshohocken, PA

Associate Financial Advisor

Registered Client Service Associate

Senior Client Service Associate

Associate Wealth Advisor

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