Top 613 Financial consultant Jobs in Pennsylvania

Centralized Wealth Management Advisor
Citadel Federal Credit Union —West Chester, PA
- Mid-level
- Microsoft Office
- Analysis skills
Financial Advisor - Pittsburgh, PA
Florida Financial Advisors —Pittsburgh, PA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
9d
Senior Retirement Planner/Senior Financial Advisor
Golden Reserve LLC —Pittsburgh, PA
- $225,000 - $275,000 a year
- Full-time
- Bachelor of Science
- Office
- Mentoring
- Dental insurance
- Paid time off
Quick Apply
Entry Level – Financial Advisor
Equitable Advisors —Pittsburgh, PA
- $28,000 - $125,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Entry level
- Health savings account
- Employee stock purchase plan
Quick Apply
Wealth Management Advisor
JKS Financial —Pittsburgh, PA
- $85,000 - $125,000 a year
- Full-time
- 5 years
- Finance
- Business development experience
- Health savings account
- Health insurance
Quick Apply
Wealth Manager
YTS Wealth Management, LLC —Export, PA
- $90,000 - $150,000 a year
- Weekends as needed
- Background check
- 5 years
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
Senior Paraplanner/ Senior Financial Planner
Team Architects —Mechanicsburg, PA
- $80,000 - $110,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Paid holidays
- Relocation assistance
Quick Apply
10d
Financial Advisor/Wealth Manager - Philadelphia
Florida Financial Advisors —Philadelphia, PA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
9d
Retirement Planner/Financial Advisor
Golden Reserve LLC —Pittsburgh, PA
- $150,000 - $200,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Peterson Binstock and Associates —Pittsburgh, PA
- $24,000 - $300,000 a year
- Full-time
- Bachelor of Science
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor (Associate → Lead Advisor Paths Available)
Ameriprise Financial —Allentown, PA
- $60,000 - $100,000 a year
- Full-time
- Background check
- Sales
- Mid-level
Quick Apply
Associate Advisor
Stewardship Advisors, LLC —Mount Joy, PA
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Wealth Management Associate
Ameriprise Financial —Allentown, PA
- Full-time
- Mid-level
- Office
- 2 years
- Health insurance
- Dental insurance
14d
Retirement Plan Compliance Manager
Conrad Siegel —Pennsylvania
- $85,000 - $105,000 a year
- Full-time
- Remote
- 5 years
- Finance
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
CNO Financial Advisor - Hybrid Remote (PA)
CNO Financial Group, Inc. —Scranton, PA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
CNO Financial Advisor - Hybrid Remote (PA)
CNO Financial Group, Inc. —King of Prussia, PA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Wealth Management Associate
Equitable Advisors —Bala-Cynwyd, PA
- $27,550 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor with Training and Licensing Support
Northwestern Mutual —Jamison, PA
- $80,000 - $150,000 a year
- Online Application
- Hybrid work
- Driver's License
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual - Eastern Pennsylvania —King of Prussia, PA
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Advisor
Three Pillars Capital —Pittsburgh, PA
- $60,000 - $500,000 a year
- Full-time
- Office
- Business development experience
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply

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financial consultant jobs near pennsylvania

Centralized Wealth Management Advisor

Citadel Federal Credit Union -
West Chester, PA

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Job Details

Qualifications

Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

Job Overview

Be the first call. Be their guide. Be the growth engine behind Citadel Wealth Management’s fastest‑growing Mass Market client segment — all through warm, inbound member engagement with no cold calling.

As a Centralized Wealth Management Advisor, Financial Advisor, you'll provide high-touch support to clients in the Mass Market segment while helping uncover opportunities that deepen relationships and fuel Citadel Wealth Management’s advisor pipeline.

This role blends service excellence with early-career advisory development. You’ll nurture and manage a centralized, pooled book of business, own prioritization and qualification of inbound leads, and educate clients on the financial tools available to them.

Why This Role Matters

Mass Market clients are often at the beginning of their financial journeys. By delivering exceptional service at scale, you will strengthen loyalty, uncover planning opportunities, support the advisory team, create warm handoffs, and help Citadel Wealth Management expand advice delivery.

What You'll Do

Deliver Service that Builds Relationships

Serve as primary point of contact for Mass Market clients.
Manage and service a centralized, pooled book of business.
Handle high-touch support and conduct appointments via phone or virtual channels.

Identify Opportunities through Service

Review book to identify changes in financial status or needs.
Surface opportunities for deeper planning and investments.
Convert inbound leads and nurture centralized leads.
Execute targeted drip campaigns.

Develop Your Advisory Skillset

Learn core advisory competencies.
Gain experience assessing member profiles.
Participate in ongoing coaching and development.

What Success Looks Like

Members feel supported and confident.
Opportunities identified through service grow relationships.
The centralized book is organized and growing.
You progress toward readiness for a full advisor role.

Who You Are

A relationship builder with warmth and professionalism.
A clear communicator able to simplify complex topics.
A team player who values shared success.
A self-starter eager to grow.
Comfortable in a phone- and digital-first model.

Qualifications

2+ year experience in financial services or client service.
Required: Series 6, 63, PA Health/Life/Variable.
Preferred: Series 7 and 65/66 (or obtain within 6 months).
Bachelor’s degree preferred.
Strong analytical, organizational, and follow-up skills.
Proficiency in MS Office and virtual engagement tools.

What We Offer

A collaborative advisory team.
A platform built around CRM and long-term relationships
Access to sophisticated investment framework for scaled advice.
Opportunity to create a book of business through Mass Market engagement.
Competitive compensation and benefits.

Licenses & Certifications

Required

Series 63
Series 6

Preferred

Series 66
Series 65

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

financial consultant jobs in pennsylvania

Centralized Wealth Management Advisor

Financial Advisor - Pittsburgh, PA

Senior Retirement Planner/Senior Financial Advisor

Entry Level – Financial Advisor

Wealth Management Advisor

Wealth Manager

Senior Paraplanner/ Senior Financial Planner

Financial Advisor/Wealth Manager - Philadelphia

Retirement Planner/Financial Advisor

Financial Advisor

Financial Advisor (Associate → Lead Advisor Paths Available)

Associate Advisor

Wealth Management Associate

Retirement Plan Compliance Manager

CNO Financial Advisor - Hybrid Remote (PA)

CNO Financial Advisor - Hybrid Remote (PA)

Wealth Management Associate

Financial Advisor with Training and Licensing Support

Financial Advisor

Wealth Management Advisor

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