Top 55 Financial planner Jobs in Lancaster, Pa

Financial Advisor - Lancaster, PA
Savant —Lancaster, PA
- From $125,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health savings account
- AD&D insurance
Financial Advisors
Savant —Lancaster, PA
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
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
12d
Relationship Development Associate
Financial Growth Partners —Lancaster, PA
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- Financial services
- Marketing
- Entry level
- Health insurance
- Dental insurance
Quick Apply
2d
Financial Advisory - Associate Advisor
Kestra Financial —Lancaster, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Financial Consultant - Organizational Services
EVERENCE SERVICES, —Lancaster, PA
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Retirement plan
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
12d
Senior Portfolio Manager
RKL Wealth Mgmt LLC —Lancaster, PA
- $140,000 - $160,000 a year
- Weekends as needed
- 7 years
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Financial Advisory - Financial Advisor
Kestra Financial —Lancaster, PA
- Full-time
- 5 years
- Analysis skills
- Math
- Health insurance
- 401(k)
Quick Apply
Tenure Track Assistant Professor of Accounting or Finance (Beginning August 2027)
Millersville University of Pennsylvania —Millersville, PA
- Classroom
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
4d
Portfolio Manager
RKL Wealth Mgmt LLC —Lancaster, PA
- $100,000 - $120,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Research
Quick Apply
Wealth Advisor
F.N.B. Corp. —Lancaster, PA
- Full-time
- Microsoft Word
- Bachelor of Science
- Office
Trust Relationship Associate
Ephrata National Bank —Ephrata, PA
- $52,083.33 - $75,000.00 a year
- Full-time
- Research
- Mid-level
- Office
- Wellness program
- Paid jury duty
11d
Relationship Banker - Central PA Market - Ephrata and Lancaster, PA locations - New Build
JPMorganChase —Ephrata, PA
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Wealth Advisor
Citizens & Northern Bank —Lancaster, PA
- Public speaking
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Senior Investment Advisor
WSFS Bank —Hershey, PA
- $133,728.00 - $219,696.75 a year
- Full-time
- Customer service
- Office
- Finance
- Paid parental leave
- Health savings account
Insurance and Financial Services Position - State Farm Team Member
Aigul Bodnar - State Farm Agent —Lancaster, PA
- $40,000 - $65,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
- Paid time off
- 401(k) matching
Quick Apply
Financial Advisor- Wealth Management
Merit Financial Advisors —Hershey, PA
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Trust Relationship Manager
Ephrata National Bank —Ephrata, PA
- $70,803.33 - $102,000.00 a year
- Full-time
- Word processing
- Mid-level
- Office
- Wellness program
- Paid jury duty
Quick Apply
10d
Associate, Financial Advisor, York, PA
Santander Bank —York, PA
- $61,875 - $105,000 a year
- Mid-level
- Office
- Finance

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Financial Advisor - Lancaster, PA

Savant -
Lancaster, PA

Apply Now

Job Details

Full-time
From $125,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Gym membership
Benefits from day one
Life insurance

Qualifications

Financial planning software
Microsoft Excel
Customer relationship building
Microsoft Outlook
Financial plan development
Business development
Bachelor's degree
Portfolio management advisory services
Investment client management
Business development within finance
Financial services
Account management
Technical Proficiency

Full Job Description

Savant Wealth Management is seeking a Financial Advisor to join our Lancaster, PA team. This is an opportunity to step into a meaningful advisory role within an established Central PA market, supporting client relationship transitions, leading client service, and helping grow long-term relationships in a close-knit, community-oriented office. The ideal candidate is an experienced advisor who can build trust quickly, bring strong technical planning skills, and provide thoughtful, detail-oriented service to clients with complex financial needs.

In this role, you can expect to focus in the following areas:

Serve as a lead or co-advisor for existing client relationships, helping ensure a smooth transition and strong ongoing client experience.
Manage and deepen client relationships by delivering proactive service, preparing for and leading client meetings, and helping clients feel confident in their financial plans.
Support succession and capacity needs within the Central PA team by absorbing client relationships from established advisors and building trust with a detail-oriented client base.
Partner with Savant’s planning, investment, tax, client service, and other centralized teams to deliver an integrated client experience.
Participate in business development by building referral relationships, strengthening local networks, and identifying opportunities to grow client relationships.
Bring ownership, initiative, and strong follow-through to client service, internal processes, and relationship management.
Use technology, systems, and advisor tools to support planning conversations, strengthen recommendations, and enhance the client experience.

A couple things to note about our Financial Advisor position:

This position is based in Lancaster, PA, with regular in-person presence needed for client and team relationship building.
The role follows a hybrid work model, with the schedule driven by client meeting needs. Some weeks may require more in-office time, while others may allow for more flexibility.
Local and regional travel may be needed, including occasional travel to Wyomissing for client meetings.
This role offers the opportunity to step into an established client base, support advisor succession, and continue developing relationships in the Lancaster/Central PA market.

The Financial Advisor position typically requires the following qualifications:

Bachelor’s degree in finance or a related field from an accredited college or university; master’s degree preferred.
5–7 years of experience in investment management, financial planning, or financial services, with demonstrated ability to manage client relationships and financial plans.
Certified Financial Planner™ designation preferred upon hire or required to be obtained within two years of hire.
Strong financial planning and wealth management acumen, sound judgment, and the ability to communicate complex topics clearly.
Experience serving as a lead advisor and supporting clients with complex, detail-oriented planning needs.
A client-first mindset, excellent listening skills, and the ability to build rapport with clients and team members.
Strong attention to detail, timely follow-through, and the ability to manage multiple client needs in a fast-paced environment.
Comfort with business development, relationship-building, and cultivating referral relationships in the local market.
Wealth management or RIA experience preferred.
CPA background is not required but would be a plus given the Lancaster client base.
Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning-related software.
All Financial Advisor applicants must have a clean U4 with no disclosures.
Employment in this position will require a signed non-compete agreement, except in states where prohibited.

The Perks

At Savant, we invest in our people—supporting both their well-being and long-term growth. We take a market-based, growth-oriented approach to advisor compensation designed to reward both client impact and long-term value creation. The expected base salary for this role starts at $125,000, with final pay determined by a number of factors including experience, skills, and location.

Our advisor compensation model includes:

A competitive base salary, aligned to experience and role scope
Performance-based incentives tied to growth, client retention, and overall contribution
Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model
Access to additional incentive programs aligned with individual and firm success

This structure is designed to support advisors at every stage—providing income stability, meaningful upside potential, and the opportunity to build long-term wealth as part of a growing firm. Full compensation details, including incentive structures and equity participation, are discussed during the interview process.

What Sets Savant Apart

Collaborative, integrated model across advisory, tax, and planning—no silos
Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
Majority employee-owned, giving our team a shared stake in our long-term success
Opportunity to step into a meaningful succession role with built-in client relationships and room for continued business development in the Lancaster/Central PA market.

Our Total Rewards

Core Benefits (Effective Day One):

Medical, dental, and vision coverage with multiple plan options
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:

401(k) with company match (Roth and Traditional options)
Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

Generous paid time off, plus at least 10 paid holidays
Annual “Savantiversary” day
Summer Hours (shorter work weeks during the summer)
Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:

Employee Assistance Program (EAP)
Wellness reimbursements (e.g., gym memberships)
Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer

Apply Now

Refine Your Search

financial planner jobs in lancaster, pa

Financial Advisor - Lancaster, PA

Financial Advisors

Technology Support Specialist - Fulton Financial Advisors

Relationship Development Associate

Financial Advisory - Associate Advisor

Financial Consultant - Organizational Services

Financial Advisor

Senior Portfolio Manager

Financial Advisory - Financial Advisor

Tenure Track Assistant Professor of Accounting or Finance (Beginning August 2027)

Portfolio Manager

Wealth Advisor

Trust Relationship Associate

Relationship Banker - Central PA Market - Ephrata and Lancaster, PA locations - New Build

Senior Wealth Advisor

Senior Investment Advisor

Insurance and Financial Services Position - State Farm Team Member

Financial Advisor- Wealth Management

Trust Relationship Manager

Associate, Financial Advisor, York, PA

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