Top 219 Insurance advisor Jobs in Philadelphia, Pa

Financial Advisor
Bill Good Marketing —Wilmington, DE
- $96,000 - $110,000 a year
- Full-time
- 7 years
- Office
- Senior level
- Paid time off
- Work from home
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Financial Advisor - Southeastern PA
Thrivent —Philadelphia, PA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
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Private Client Advisor
Trucordia —Philadelphia, PA
- Full-time
- Hybrid work
- Marketing
- Bachelor's degree
- Senior level
- Health savings account
- AD&D insurance
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Commercial Real Estate & Development Advisor
Trucordia —Philadelphia, PA
- Full-time
- Hybrid work
- Marketing
- Bachelor's degree
- Senior level
- Health savings account
- AD&D insurance
Quick Apply
Licensed Insurance Producer
Allstate-Yardley, PA —Yardley, PA
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- Spanish
- Microsoft Outlook
- Sales
- Paid time off
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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
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Commercial Real Estate & Development Advisor
Trucordia —Cherry Hill, NJ
- Full-time
- Hybrid work
- Marketing
- Bachelor's degree
- Senior level
- Health savings account
- AD&D insurance
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Commercial Real Estate & Development Advisor
Trucordia —Wayne, PA
- Full-time
- Hybrid work
- Marketing
- Bachelor's degree
- Senior level
- Health savings account
- AD&D insurance
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Customer Relationship Manager/Associate Agency Representative (Wayne, PA)
Apogee Insurance Group —Wayne, PA
- Office
- Bachelor's degree
- 1 year
- Food provided
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Financial Advisor (Hybrid)
Horace Mann —Cherry Hill, NJ
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Disability insurance
- Health insurance
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Regional Manager
Advocate Health Advisors, LLC —Philadelphia, PA
- $60,000 - $100,000 a year
- Full-time
- Remote
- Management
- Bachelor's degree
- Recruiting
- Health savings account
- Health insurance
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Financial Planner
Sentinel Asset Management LLC —Villanova, PA
- $50,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- 401(k) 4% Match
- 401(k) matching
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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
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Wealth Management Associate
Equitable Advisors —Bala-Cynwyd, PA
- $27,550 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Services Professional
New York Life Insurance Company/NYLIFE Securities, LLC.- Greater Philadelphia General Office (Horsham Location) —Horsham, PA
- $125,000 - $140,000 a year
- Full-time
- Background check
- Spanish
- Sales
- Disability insurance
- Health insurance
Quick Apply
Licensed Medicare agents wanted for IMMEDIATE OPPORTUNITY
Advocate Health LLC —Cherry Hill, NJ
- $1,000 - $100,000 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Work from home
- Flexible schedule
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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
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Financial Advisor (Client Focused, Training + Mentorship)
Northwestern Mutual —Philadelphia, PA
- $106,000 - $260,000 a year
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
7d
Retirement Planning Associate - Retirement Benefits Group
Equitable Advisors —Bala-Cynwyd, PA
- $24,000 - $125,000 a year
- Full-time
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Services Professional - Hybrid Remote (NJ)
Bankers Life —Cherry Hill, NJ
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply

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Financial Advisor

Bill Good Marketing
Wilmington, DE

Quick Apply

Job Details

Full-time
$96,000 - $110,000 a year

Benefits

Paid time off
Work from home

Qualifications

Series 66
Series 7
Experience practicing in the securities industry

Full Job Description

You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You don't want to spend your career chasing new business. You want to do the work that actually matters: helping real people make smart decisions about their money.

That's exactly what this role is.

Wheeler Financial is a growing wealth management firm in Wilmington, Delaware. Our president, Jay Wheeler, wrote the book Unsurprised and delivered a TEDx talk on behavioral finance. We use values-based planning to help clients understand not just what to do with their money, but why.

The team is small, tight-knit, and genuinely invested in each other. We grind when we need to, we take care of clients first, and we trust that the team gives back what it gets. This hire is the missing piece that lets us keep building.

What you’ll actually do

You’ll work directly alongside Jay as the primary support advisor across all client relationships. This is not a back-office admin role. You’ll be in the room, in the conversation, and deeply involved in client outcomes.

Sit in on client meetings and take detailed notes, including documenting the reasoning behind planning decisions (not just the what, but the why)
Build, enter, and review financial plans in eMoney, ensuring accuracy and consistency across all client data
Serve as a second set of eyes on every plan (because two reviews are always better than one, and our clients deserve that level of care)
Participate in our Investment Management Committee from day one, bringing a portfolio management perspective and challenging ideas through productive, respectful debate
Over time, manage some client relationships
Support annual strategy meeting prep, client follow-ups, and pre-meeting data confirmation
Serve as backup for trade execution, including rebalancing and cash management requests

Requirements

What we’re looking for

Must-haves:

Active Series 7 and Series 66 (or equivalent)
7+ years of experience in financial services. You know how this industry works and you’ve seen enough market cycles to stay calm when clients get nervous.
The kind of detail orientation where you notice when something is off in a plan before anyone else does. If you’re the person your friends call “a lot” because you triple-check dinner reservations, you might be our person.
A genuine interest in the work, the firm, and the team. We want someone who shows up curious, asks good questions, and actually wants to know how we do things and why.
A positive attitude. We believe that attitude is everything.

Nice-to-haves:

eMoney experience
CFP or other professional credentials
Background at Fidelity, Vanguard, or a similar firm where you learned the business well
Familiarity with Raymond James systems

Is this the right fit?

This is a career service advisor role. The long-term opportunity here is leading our Investment Management Committee and managing a significant client relationship load; not building your own practice or prospecting your way to partnership. If you've made peace with that and you're genuinely excited by it, you'll thrive here. If you're still figuring out whether you want to go independent someday, this probably isn't your next step.

Benefits

What you get
Base salary: $96,000 – $110,000 (depending on experience)
Performance bonus: team-based, paid quarterly and annually (eligible after 90-day probationary period)
10 floating remote days per year (contractor at the house? Doctor’s appointment? Work from home.)
Paid time off
Flexible lunch policy (we’re all adults here)
Investment Management Committee participation from day one, with the opportunity to eventually lead it
Direct mentorship from Jay Wheeler in a behavioral finance practice that’s genuinely differentiated from the rest of the industry
A clear path to managing meaningful client relationships

A note on benefits: We don't offer employer-sponsored health insurance. Our salary range was built with that in mind, and when you factor in the bonus potential, total compensation is competitive with roles that do include benefits. We're happy to walk through the full picture.

How to apply

Apply through this posting. Please don't call the office or send hard-copy resumes.

Our process moves quickly but deliberately: a phone interview, two assessments (a personality evaluation and a skills test), and then a conversation with Jay and Chris. We'd rather take the time to find the right person than rush it.

Pay: $96,000.00 - $110,000.00 per year

Quick Apply

Refine Your Search

insurance advisor jobs in philadelphia, pa

Financial Advisor

Financial Advisor - Southeastern PA

Private Client Advisor

Commercial Real Estate & Development Advisor

Licensed Insurance Producer

Financial Advisor/Wealth Manager - Philadelphia

Commercial Real Estate & Development Advisor

Commercial Real Estate & Development Advisor

Customer Relationship Manager/Associate Agency Representative (Wayne, PA)

Financial Advisor (Hybrid)

Regional Manager

Financial Planner

Financial Advisor with Training and Licensing Support

Wealth Management Associate

Financial Services Professional

Licensed Medicare agents wanted for IMMEDIATE OPPORTUNITY

CNO Financial Advisor - Hybrid Remote (PA)

Financial Advisor (Client Focused, Training + Mentorship)

Retirement Planning Associate - Retirement Benefits Group

Financial Services Professional - Hybrid Remote (NJ)

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