Top 25 Investment advisor Jobs in York Pa

Financial Advisor
The Snook Group (uFinancial) —Mechanicsburg, PA
- $52,500 - $108,765 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Financial Advisors
Savant —York, PA
- $150,000 - $175,000 a year
- Full-time
- 5 years
- Senior level
- Leadership
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
14d
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
9d
Associate, Financial Advisor, York, PA
Santander Bank —York, PA
- $61,875 - $105,000 a year
- Mid-level
- Office
- Finance
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —York, PA
- Full-time
- Public speaking
- Mid-level
- Office
- 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
2d
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Maryland Line, MD
- $63,750 - $127,500 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
3d
Wealth Advisor
F.N.B. Corp. —Lancaster, PA
- Full-time
- Microsoft Word
- Bachelor of Science
- Office
Financial Advisory - Associate Advisor
Kestra Financial —Lancaster, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Senior Wealth Advisor
Citizens & Northern Bank —Lancaster, PA
- Public speaking
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
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 Advisory - Financial Advisor
Kestra Financial —Lancaster, PA
- Full-time
- 5 years
- Analysis skills
- Math
- Health insurance
- 401(k)
Quick Apply
Senior Client Service Manager
Merit Financial Advisors —Mechanicsburg, PA
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Health savings account
- Paid holidays
Quick Apply
Financial Services Professional - Hybrid Remote (PA)
Bankers Life —Harrisburg, PA
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Advisor
Burke & Herbert Bank & Trust —Camp Hill, PA
- Word processing
- Computer literacy
- Writing skills
Quick Apply
1d
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
Associate - Northeast Advisor Group
Thrivent —Harrisburg, PA
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply

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Financial Advisors
Savant —York, PA
CFP® certification preferred (or willingness to obtain within two years). Deep technical bench across tax, estate, and investments.
$150,000 - $175,000 a year
Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)
T. Rowe Price —Owings Mills, MD
Desire to quickly learn and implement new financial tools, technologies, and conversation expectations In-depth understanding of retail investment vehicles.
$98,500 - $146,000 a year

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Wealth Management Advisor
Equitable Advisors —Columbus, OH
We’re here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client…
$27,550 - $125,000 a year
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Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender,…
Quick Apply

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investment advisor jobs near york pa

Financial Advisor

The Snook Group (uFinancial) -
Mechanicsburg, PA

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Job Details

Full-time
$52,500 - $108,765 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Financial planning services
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Financial planning
Investment management
Financial sales
Sales
Analysis skills
Math
Bachelor's degree
Financial concepts
Insurance sales
Life & Health Insurance License

Full Job Description

Overview
We are seeking a dedicated and knowledgeable Financial Advisor to join our team. In this role, you will provide expert financial guidance to clients, helping them navigate their financial futures with confidence. You will be responsible for developing personalized financial plans that align with clients' goals, utilizing your expertise in various financial concepts and tools. This position requires strong analytical skills, a deep understanding of investment management, and the ability to foster long-term relationships with clients.

Duties

Conduct comprehensive financial assessments for clients to identify their needs and objectives.
Develop tailored financial plans that encompass investment strategies, retirement planning, estate planning, and risk management.
Provide ongoing support and advice to clients regarding their financial portfolios and changes in market conditions.
Stay updated on industry trends, regulations, and best practices to ensure compliance and optimal client service.
Utilize financial software to analyze data and present findings to clients effectively.
Collaborate with other professionals in the field, including accountants and estate law experts, to provide holistic financial solutions.
Engage in continuous professional development to enhance knowledge of financial products and services.

Experience

Proven experience in financial planning or advisory roles is preferred.
Strong understanding of wills, trusts, estate law, and public accounting principles.
Proficiency in math and analytical skills necessary for effective financial analysis.
Familiarity with investment management practices and financial sales techniques.
Experience using various financial software tools for planning and analysis purposes.
Excellent communication skills with the ability to build rapport with clients through collaboration and trust.

Join us as we empower individuals to achieve their financial goals through informed decision-making and expert guidance.

Job Type: Full-time

Pay: $52,500.00 - $108,765.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Professional development assistance
Retirement plan
Vision insurance

Ability to Commute:

Mechanicsburg, PA 17050 (Preferred)

Ability to Relocate:

Mechanicsburg, PA 17050: Relocate before starting work (Required)

Work Location: Hybrid remote in Mechanicsburg, PA 17050

Quick Apply

Refine Your Search

investment advisor jobs in york pa

Financial Advisor

Financial Advisors

Senior Investment Advisor

Financial Advisor

Associate, Financial Advisor, York, PA

Financial Advisor - PNC Wealth Management

Financial Services Advisor

Wealth Advisor - PNC Wealth Management

Wealth Advisor

Financial Advisory - Associate Advisor

Senior Wealth Advisor

Financial Advisor- Wealth Management

Financial Advisory - Financial Advisor

Senior Client Service Manager

Financial Services Professional - Hybrid Remote (PA)

Financial Advisor

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

Associate - Northeast Advisor Group

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