Top 55 Financial consultant Jobs in Hershey, Pa

Financial Advisor- Wealth Management
Merit Financial Advisors —Hershey, PA
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Financial Advisor
Northwestern Mutual —York, PA
- $70,524.22 - $150,000.00 a year
- Full-time
- Sales
- Business development
- Communication skills
- Paid training
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Elizabethville, PA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Technology Support Specialist - Fulton Financial Advisors
Fulton Bank —Lancaster, PA
- $24.81 - $41.35 an hour
- Full-time
- Mid-level
- Office
- Finance
- Wellness program
- Health savings account
Financial Services Advisor
Northwestern Mutual —Camp Hill, PA
- $90,624.37 - $109,139.02 a year
- Full-time
- Business development
- Bachelor's degree
- Financial services
- Health insurance
- Dental insurance
Quick Apply
12d
Financial Advisor
S&T Bank —Harrisburg, PA
- $55,000 - $156,450 a year
- Full-time
- Hybrid work
- Management
- 5 years
- Office
- Referral program
Private Banker II
S&T Bank —Lancaster, PA
- $75,000 - $184,800 a year
- Full-time
- Hybrid work
- 5 years
- Data analysis skills
- Mid-level
Financial Advisors
Savant —York, PA
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
Financial Consultant - Organizational Services
EVERENCE SERVICES, —Mount Joy, PA
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Retirement plan
Quick Apply
Associate, Financial Advisor, York, PA
Santander Bank —York, PA
- $61,875 - $105,000 a year
- Mid-level
- Office
- Finance
Financial Advisory - Associate Advisor
Kestra Financial —Lancaster, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Financial Management Consultant
Lynch Consultants, LLC —New Cumberland, PA
- $89,000 - $105,000 a year
- Full-time
- 6 years
- ERP systems
- Finance
- Profit sharing
- Paid holidays
Quick Apply
Estate & Retirement Financial Advisor-200-350K+,Exclusive Qualified Pre-Set Appt
United Placement Group —Harrisburg, PA
- $150,000 - $350,000 a year
- Full-time
- Hybrid work
- Mid-level
- Travel
- Flexible schedule
Quick Apply
10d
Workday Financial AMS Support, Delivery Consultant
Deloitte —Mechanicsburg, PA
- Full-time
- Hybrid work
- Mid-level
- Office
- Residential
Financial Advisory - Financial Advisor
Kestra Financial —Lancaster, PA
- Full-time
- 5 years
- Analysis skills
- Math
- Health insurance
- 401(k)
Quick Apply
Wealth Management Trainee (PA)
Bankers Life —Harrisburg, PA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Senior Wealth Advisor
Citizens & Northern Bank —Lancaster, PA
- Public speaking
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Life Insurance Agency Development Manager (Life Sales Manager)
Erie Insurance —Harrisburg, PA
- $75,296 - $141,678 a year
- Full-time
- Marketing
- Adults
- Mid-level
- Disability insurance
- Health insurance
Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls
United Placement Group —Harrisburg, PA
- Full-time
- Travel
- US work authorization
- Senior level
- Retirement plan
Quick Apply
Workday Financials Sr Consultant
Deloitte —Mechanicsburg, PA
- $116,000 - $229,100 a year
- Full-time
- Up to 50% travel
- ERP systems
- Bachelor's degree

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financial consultant jobs near hershey, pa

Financial Advisor- Wealth Management

Merit Financial Advisors -
Hershey, PA

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Paid holidays
Disability insurance
Health insurance
Flexible spending account
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Bachelor's degree
Industry knowledge of financial regulations
Experience practicing in the securities industry

Full Job Description

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The position:

The Service Advisor is a licensed financial professional responsible for supporting the advisory team in delivering financial planning and investment advice. This role involves direct interaction with clients to implement advisor-directed strategies, prepare financial plans, and provide ongoing service. While this role may not fully own client relationships or new business development, it operates with a degree of independent judgment and applies specialized financial knowledge.

Responsibilities:

Prepare and deliver comprehensive financial plans in collaboration with lead advisors.
Implement investment strategies and process account transactions as needed.
Serve as a point of contact for existing clients for service-related needs.
Analyze client data to identify financial planning opportunities.
Ensure timely and accurate execution of client requests.
Maintain detailed documentation in CRM and financial planning systems.
Stay current with industry regulations, market trends, and product knowledge.
Support advisors in client retention and satisfaction initiatives.
Please note the role will vary, grow and change and is not limited to the items above

Salary + Benefits:

Competitive, based on experience
Medical Insurance
Dental/Vision Insurance
Life & Personal Accident Insurance
Short-term Disability Insurance
Long-term Disability Insurance
Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
401(k) Plan with company matching
Paid Time Off (PTO) and paid holidays

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market

Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.

Requirements:

Bachelor’s degree in Finance, Business, or related field.
Active Series 65 license, Series 66 license, CFP designation, CFA designation, ChFC designation, or CIC designation required.
Strong knowledge of financial planning concepts, investments, and regulatory requirements.
Excellent communication and client service skills
Demonstrate excellent oral, written, and interpersonal communication skills
Possess a willingness to learn firm technologies

Quick Apply

Refine Your Search

financial consultant jobs in hershey, pa

Financial Advisor- Wealth Management

Financial Advisor

Financial Advisor

Technology Support Specialist - Fulton Financial Advisors

Financial Services Advisor

Financial Advisor

Private Banker II

Financial Advisors

Financial Consultant - Organizational Services

Associate, Financial Advisor, York, PA

Financial Advisory - Associate Advisor

Financial Management Consultant

Estate & Retirement Financial Advisor-200-350K+,Exclusive Qualified Pre-Set Appt

Workday Financial AMS Support, Delivery Consultant

Financial Advisory - Financial Advisor

Wealth Management Trainee (PA)

Senior Wealth Advisor

Life Insurance Agency Development Manager (Life Sales Manager)

Senior & Retirement Financial Advisor - Pre-Set Appointments, No Cold Calls

Workday Financials Sr Consultant

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