Top 381 Personal financial advisors Jobs in Philadelphia, Pa

Financial Center Supervisor
Fulton Bank —Philadelphia, PA
- $24.81 - $41.35 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Health savings account
J.P. Morgan Advisors - Wealth Advisor Development Associate - Philadelphia, PA
JPMorganChase —Philadelphia, PA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Executive Director, Talent
University of Pennsylvania —Philadelphia, PA
- $190,000 - $260,000 a year
- Full-time
- Background check
- Master's degree
- University
- Health insurance
- Dental insurance
Outsourced Accounting Senior - Business Process Outsourcing
CITRIN COOPERMAN ADVISORS LLC —Philadelphia, PA
- $70,000 - $125,000 a year
- Full-time
- Remote
- Research
- Mid-level
- 3 years
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Aston, PA
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
7d
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
Territory Sales Consultant, Bethlehem
IGS Energy —Philadelphia, PA
- $50,000 - $100,000 a year
- Full-time
- Background check
- Clean driving record
- Driver's License
- Paid training
- Wellness program
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 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
Financial Services Professional - Hybrid Remote (PA)
Bankers Life —Bensalem, PA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Advisor: Serving Military Families
First Command Financial Services, Inc. —Mount Laurel, NJ
- $77,000 - $140,000 a year
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Quick Apply
Financial Services Professional - Hybrid Remote (PA)
Bankers Life —King of Prussia, PA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Advisor
Edward Jones —Lansdale, PA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Blue Bell, PA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Warminster, PA
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Senior Audit Group Manager – Technology Audit
TD Bank —Mount Laurel, NJ
- $119,110 - $193,550 a year
- Full-time
- Basic math
- Office
- Bachelor's degree
- Health insurance
- Paid time off
Finance Consultant - Audi Ft. Washington
Holman —Fort Washington, PA
- $10,000 - $20,000 a month
- Full-time
- Dealership
- Mid-level
- High school diploma or GED
- Paid jury duty
- Health savings account
Quick Apply
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
1d
Personal Banker
KeyBank National Association —Maple Glen, PA
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
Senior Human Resources Manager - Jefferson Health
Aramark —Philadelphia, PA
- Organizational skills
- Senior level
- Communication skills

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Financial Center Supervisor

Fulton Bank -
Philadelphia, PA

Apply Now

Job Details

Full-time
$24.81 - $41.35 an hour

Benefits

Wellness program
Health savings account
Employee stock purchase plan
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Life insurance
Prescription drug insurance

Qualifications

Customer communication
High school diploma or GED

Full Job Description

Job Locations US-PA-Philadelphia

Requisition ID

2026-23655

Location Name

1722 South Broad

County

Philadelphia

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time career opportunity (approximately 40 hours per week ) based out of our 1722 South Broad financial center in Philadelphia, PA. Must be available to be scheduled around branch operation hours (no Sundays).

Responsible for providing an exceptional financial center customer experience by handling every customer need from service to sales with passion and enthusiasm. Focus on customer-centric conversations to deepen relationships and be a trusted advisor. Be a role model and leader in the center. Oversee financial center operations while adhering to all compliance and risk policies and procedures. Coach and mentor team members to ensure team and individual goals are achieved.

Responsibilities

Drive proactive sales conversations by engaging in outbound calls, handling inbound contact center inquiries, scheduling appointments, and actively engaging customers in the lobby with a goal of identifying sales opportunities and converting them into tangible outcomes.
Maintaining sound risk and compliance practices by ensuring the financial center operates within the parameters of applicable regulations and company policies. Play a key role in managing risk by ensuring the team's adherence to regulatory standards while exercising sound judgment within established parameters.
Utilize the CRM (Customer Relationship Management) system and other resources to foster relationship-building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships. Advance personal knowledge of sales techniques while developing team members to have the same CRM knowledge, usage, and adoption.
Contribute to teambuilding and performance excellence in the financial center by collaborating closely with the Financial Center Manager, to assist in building and nurturing a high-performing team. This includes participating in the selection of top talent, facilitating seamless onboarding, providing ongoing coaching, and managing performance to achieve optimal results.
Actively participate in off-site networking events and community initiatives that will bolster our brand presence and strengthen ties within the local community, driving business growth opportunities.

Additional Responsibilities

May serve as a Notary Public for their financial center

Qualifications

Education

High School Diploma or equivalent. Specialty: not applicable at this level. (Required)

Bachelor's Degree or the equivalent experience. Specialty: Business or other applicable. (Preferred)

Experience

3 or more years related business or sales experience. (Required)

1 or more years supervisor or team leader. (Preferred)

Knowledge, Skills, and Abilities

Proactive and result oriented (Required)
Highly collaborative with Fulton partners and other team members (Required)
Excellent communication skills and ability to have needs-based conversations (Required)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The hourly rate for this position is $24.81 - $41.35.

Additional Compensation Components

This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives.

NMLS

This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

EEO Statement

Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

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Value Proposition

Overview

Responsibilities

Additional Responsibilities

Qualifications

Education

Experience

Knowledge, Skills, and Abilities

Other Duties as Assigned by Manager

Pay Transparency

Benefits

NMLS

EEO Statement

Sponsorship Statement