249 wealth jobs at 76 companies in Pennsylvania
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Wealth Advisor
Lancaster, Pennsylvania, United States
OnsiteFull Time
5+ YOEBA/BS; 5+ years in wealth management/sales; strong communication; project management; MS Office; valid driver’s license; CTFA or CFP designation preferred.
MS Word, MS Excel, MS PowerPoint
1w
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Wealth Advisor
West Conshohocken or Philadelphia
$120k-$150k/yr OnsiteFull Time
5+ YOEBachelor’s degree, Series 65, CFP or CFA completion, 5–10+ years of industry experience, wealth planning expertise, client relationship management, leadership, networking, and financial analysis skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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Senior Wealth Advisor
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
Bachelor's degree in finance, economics, or business; experience in financial services or wealth management; strong analytical, interpersonal, and communication skills; detail- or task-oriented; proficient with Microsoft Office and financial planning software.
MoneyGuidePro, Excel, PowerPoint
3mo
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Wealth Planning Strategist
Wayne, Pennsylvania, United States
OnsiteFull Time
5+ YOEFive+ years wealth management experience; UHNW family experience; advanced credential required; Series 65/66 eligibility.
Finance software, CRM, Data management tools
1mo
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Wealth Planning Associate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
5+ YOE5+ years in wealth management, experience with high-net-worth clients, eMoney required, CFP preferred, estate planning knowledge, proficiency with Excel/PowerPoint/Visio.
eMoney, Microsoft Excel, PowerPoint, Visio
2w
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Wealth Management Advisor
Radnor, Pennsylvania, United States
HybridFull Time
3+ YOEActive Series 7, Series 66, and life/accident & health licenses; minimum 3 years in wealth management; financial planning and portfolio management experience; strong communication and analytical skills.
RightCapital, MoneyGuidePro, Wealthscape, CRM
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
5d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Pittsburgh
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
4+ YOERequires four-plus years of private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; strong client, analytical, relationship management, and business development skills.
GS.com
4d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Pittsburgh
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
4+ YOERequires 4+ years in private wealth management, financial services, or related work; Series 7, 63, and 3 licenses; strong client, sales, analytical, relationship management, and business development skills.
5d
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Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Pittsburgh
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
4+ YOEFour-plus years in private wealth management, financial services, or related work; Series 7, 63, and 3 licenses; strong client, sales, relationship management, analytical, and business development skills.
3w
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Associate Wealth Advisor
Doylestown, Pennsylvania, United States
OnsiteFull Time
0+ YOEBachelor's preferred; 0-2 years banking/wealth experience or equivalent; must obtain FINRA Series 7 & 66 within 6 months and state life & health licenses within 1 year; strong communication, sales, and relationship skills.
1w
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Wealth Advisor - Hightower Signature Wealth
Philadelphia or Washington
$100k-$110k/yr OnsiteFull Time
5+ YOERequires 5+ years of licensed financial services experience, Series 65 or 66, CFP, CPA, CFA, or JD, bachelor's degree, clean U4 record, and unrestricted U.S. work authorization.
1w
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Wealth Advisor - PNC Wealth Management
Erie or Pennsylvania
OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of relevant industry experience preferred. Requires FINRA Series 7 and 66, or Series 7 and 63/65, plus Life and Health Insurance licenses.
Health Savings Account, 401(k), pncthrive.com
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Wealth Analyst
Wayne, Pennsylvania, United States
HybridFull Time
0+ YOEBasic financial planning and investment knowledge, Bachelor's degree required, working toward CFP, 0–3 years experience, proficiency with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, custodian interaction, strong communication and attention to detail.
Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
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Associate Wealth Advisor, Schwab Wealth Advisory
Radnor, Pennsylvania, United States
$88k-$121k/yr OnsiteFull Time
Requires active FINRA Series 7 and Series 66 (or ability to obtain within 120 days), strong client relationship skills, prioritization, proactivity, coachability, adaptability, and knowledge of core investment products.
2mo
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Financial Advisory - Wealth Planning Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
3+ YOE3+ years in wealth management/financial services, bachelor's degree or equivalent, Series 7 and Series 66 (may be obtained within 6 months), CFP in progress or completed, insurance licenses (life, health, annuities), Microsoft Office proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
2mo
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Financial Advisory - Wealth Planning Associate
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
3+ YOE3+ years in wealth management or financial services; Bachelor's degree or equivalent; Series 7 and Series 66 required (may be obtained within six months); CFP in progress or completed; insurance licenses for life, health, fixed and variable annuities; proficiency with financial planning software and Microsoft Office.
financial planning software, CRM, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
1w
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Medical Wealth Advisor
Philadelphia, Pennsylvania, United States
OnsiteFull Time
7+ YOEBachelor's degree and 7+ years of financial services lending or relationship management experience. Requires FINRA registrations, insurance licenses, investment and credit knowledge, presentation skills, and SAFE/NMLS compliance.
Financial Profiles Forecaster, CRM, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
5d
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Associate Wealth Advisor
Wyomissing, Pennsylvania, United States
$82k-$95k/yr HybridFull Time
4+ YOEBachelor’s degree, Series 65 or equivalent, and 4+ years of financial services experience. Requires financial analysis, planning, investment, tax, estate, CRM, and client communication skills.
CRM, Portfolio Management, customer relationship management platform
3mo
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Senior Wealth Advisor
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
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