Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor: Grow a High-Impact Client Book

$105k - $250k

Citizens Bank

Citizens Bank is seeking a Wealth Advisor in Lansdale, Montgomery County. The role requires building a personalized wealth management strategy and developing strong relationships with clients and business partners. Candidates should have a minimum of 2 years of relevant experience, active Series 7 and 63 (or 66) licenses, and a preference for a Bachelor's degree. The earning potential ranges from $105,000 to $250,000 annually based on performance, alongside comprehensive benefits including medical coverage and flexible work arrangements. #J-18808-Ljbffr Citizens Bank

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Grow a High-Impact Client Book in Lansdale, PA vacancy
  • $100k

    Univest in King of Prussia is seeking an experienced Wealth Advisor to serve high-net-worth individuals and business owners. This role includes delivering...  ...have 7+ years of experience advising high net-worth clients and possess strong communication skills. A Bachelor's... 
    Suggested
    Local area

    Univest

    King of Prussia, PA
    1 day ago
  •  ...problem solver, trusted advisor, and partner to the...  ...communities. The Private Client Banker (PCB) is part of...  ...teammate and realizing the impact we can have on their...  ...Education Qualifications High School Diploma , GED,...  ..., and opportunities to grow in your position and... 
    Suggested
    Immediate start
    Flexible hours
    Day shift

    Key Bank

    Lansdale, PA
    5 days ago
  • $105k - $250k

     ...group of experienced advisors that help...  ...financial goals. Our Wealth Advisors conduct thorough...  ...discoveries to understand a client's short- and long-...  ...Develop a high-quality wealth management...  ...capabilities. Grow existing...  ...development and client book management. Proven... 
    Suggested
    Temporary work
    Local area
    Flexible hours

    Citizens Financial Group, Inc.

    Chalfont, PA
    7 days ago
  •  ...Financial, collaborating with American Heritage Credit Union in Horsham, PA, seeks a Financial Advisor. This position aids in servicing clients throughout their financial journey, growing your career and business. Successful candidates will possess relevant licenses and three... 
    Suggested

    LPL Financial

    Horsham, PA
    5 days ago
  • $105k - $250k

     ...group of experienced advisors that help...  ...financial goals. Our Wealth Advisors conduct thorough...  ...discoveries to understand a client’s short- and long-...  ...include Develop a high-quality wealth...  ...capabilities. Grow existing relationships...  ...and client book management. Proven... 
    Suggested
    Temporary work
    Local area
    Flexible hours

    Citizens Bank

    Lansdale, PA
    5 days ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 1498 North Wales Road - North Wales...  ...Be a problem solver, trusted advisor, and partner to the people and...  ...teammate and realizing the impact we can have on their day, personally...  ...and Key. Education High School Diploma, GED, or... 
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    North Wales, PA
    18 days ago
  •  ...Relationship Banker to enhance customer experiences and build strong client relationships. The ideal candidate has retail banking experience...  ..., and ensuring exceptional service. This role requires a high school degree, with additional licensing after hire. Work hours... 
    Afternoon shift

    JPMorgan Chase & Co.

    King of Prussia, PA
    4 days ago
  • $20.19 - $30.77 per hour

     ...Personal Banker in Lansdale, Pennsylvania. The role involves engaging clients to understand their financial needs and providing tailored...  ...operations, and developing client relationships. Candidates need a High School Diploma and a year of experience in customer relations.... 
    Hourly pay

    KeyBank

    Lansdale, PA
    1 day ago
  • $100k

     ...Wealth Advisor Opportunity At Girard At Girard, we believe...  ..., trust, and helping clients make confident...  ...especially when serving high-net-worth individuals...  ...planning solutions, and growing business through collaboration...  ..., and making a real impact. Responsibilities... 
    Temporary work

    Univest

    King of Prussia, PA
    1 day ago
  •  .... Here, you’ll make an impact in the lives of the people...  ..., helping them build, grow and protect financial...  ...based approach. We guide clients along their financial...  ...resource for our financial advisors and provide support to...  ...tasks and maintain a high quality of work while... 
    Full time
    Work experience placement
    Work at office

    Thrivent Financial

    Montgomeryville, PA
    5 days ago
  • $20.19 - $30.77 per hour

     ...problem solver, trusted advisor, and partner to the...  ...Personal Bankers engage clients in deeper conversations...  ...teammate and realizing the impact we can have on their...  ...and Key. Education High School Diploma , GED or...  ..., and opportunities to grow in your position and... 
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Lansdale, PA
    1 day ago
  • $61.88k - $92.56k

     ...Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works...  ...TD Wealth prospects and clients to attract and retain clients...  ...products Retains and grows client base through...  ...expertise and make a meaningful impact. We're... 
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank Group

    Montgomeryville, PA
    2 days ago
  • $72.28k - $108.16k

     ...Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-...  ...complex needs of TD Wealth clients by reviewing financial...  ...Strategy Considers the impact of decisions on the well...  ...paths where you can grow your expertise and make... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank Group

    Montgomeryville, PA
    2 days ago
  • $45k - $100k

     ...career as a financial advisor may be the right...  ...advisors partner with clients to help them...  ...retirement, building wealth, estate strategies,...  ...you'll develop and grow your own practice,...  ...helps you positively impact clients' lives and...  ...responsibilities to ensure a high-quality,... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Blue Bell, PA
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern...  ...you can help your clients achieve their goals...  ...you have a bigger impact on your clients and...  ...start, build, and grow your practice. As an...  ...course tuition fees and books. Compensation &...  ...Mutual Wealth Management Company®... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    King of Prussia, PA
    5 days ago
  • $150k - $175k

     ...Financial Advisors Salary Range $150,000.00...  ...Description Savant Wealth Management is...  ...building and expanding a book of business through...  ...and trusted client relationships. We are...  ...conversations with high-net-worth clients and...  ...designed to protect and grow your client... 
    Full time
    Temporary work
    Work experience placement
    Shift work

    Savant Wealth Management

    Doylestown, PA
    4 days ago
  •  ...Team as a Mortgage Advisor/Loan Officer! Company...  ...industry? Our client provides the perfect platform for high-performing Mortgage...  ...make a significant impact! They believe in...  ...while helping you grow your referral network...  ...NMLS# An active book of business Ability... 

    Leadling

    Doylestown, PA
    5 days ago
  •  ...Lansdale is looking for a Financial Wellness Associate to support client financial health through service and solutions. This role...  ...possesses excellent time management, communication skills, and a high school diploma or GED. The position offers competitive pay and benefits... 

    KeyCorp

    Lansdale, PA
    5 days ago
  •  ...Career as a Financial Advisor at WealthBridge...  ...seasoned advisor with a book of business or you\...  ...experience and client base. A wide range...  ...constantly learn, grow, and expand your skill...  ...skills. Are highly motivated, goal-oriented...  ...specialize in comprehensive wealth management for both... 
    Full time
    Local area
    Flexible hours

    WealthBridge Financial

    Plymouth Meeting, PA
    5 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual...  ...you can help your clients achieve their goals...  ...helps you have a bigger impact on your clients and community...  ...to start, build, and grow your practice. As an...  ...course tuition fees and books. Compensation & Benefits... 
    Work at office

    UNAVAILABLE

    Jamison, PA
    5 days ago
  •  ...financial needs. As a Private Client Banker in Branch Banking, you...  ...with Specialists (Private Client Advisors, Mortgage Bankers and Business...  ...Frank/Truth in Lending Act* High school degree, GED, or foreign...  ...through NMLS notifications may impact your employment with the firm.... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Horsham, PA
    2 days ago
  • $18.75 - $25 per hour

     ...problem solver, trusted advisor, and partner to the...  ...identifying and resolving client servicing issues, serve...  ...teammate and realizing the impact we can have on their...  ...and Key. Education High School Diploma , GED, or...  ..., and opportunities to grow in your position and your... 
    Hourly pay
    Work experience placement
    Flexible hours
    Shift work
    Day shift

    Key Bank

    Lansdale, PA
    4 days ago
  • $60k - $70k

     ...Overview Girard, a Wealth Division of Univest, is hiring a Wealth Advisor Associate to join our Souderton based...  ...required securities licensing, and grow into a client-facing advisor. In this...  ...Compliance teams to deliver a high-quality client experience and help... 
    Temporary work

    Univest Financial Corporation

    King of Prussia, PA
    2 days ago
  • $75k

     ...Financial Corp in King of Prussia, PA is seeking a dedicated Wealth Advisor to provide personalized wealth management services. The ideal...  ...candidate will have a bachelor's degree and experience in managing client investments, demonstrating a consultative approach to build... 

    Univest Financial Corp

    King of Prussia, PA
    3 days ago
  • $75k

    Univest Financial Corporation is seeking a Wealth Advisor in King of Prussia, PA. This role involves guiding clients through financial planning and investment solutions while building lasting relationships. You will manage client portfolios and assist in business development... 

    Univest Financial Corporation

    King of Prussia, PA
    5 days ago
  • Insight Global's client in King of Prussia seeks a Financial Advisor for a full-time role. The Financial Advisor will provide financial planning guidance, serve...  ...meeting sales goals and delivering exceptional service to wealth clients. #J-18808-Ljbffr Insight Global
    Full time

    Insight Global

    King of Prussia, PA
    1 day ago
  •  ...financial services company is looking for a Private Client Advisor in Harleysville, PA. You will focus on growing relationships with clients who have investable...  ...with retail branch teams. Candidates should have a High School Diploma or equivalent, sales experience, and... 
    Full time

    KeyCorp

    Harleysville, PA
    3 days ago
  • $60k - $70k

    Univest is seeking a Wealth Advisor Associate in Souderton to support its wealth management team. The role is for early-career professionals...  ...securities licenses. Responsibilities include monitoring client portfolios, preparing client materials, and collaborating with... 

    Univest

    Souderton, PA
    1 day ago
  • Quality Talent Group is seeking bankers for their Client’s Consumer, Small, and Business Banking division located in Montgomeryville, United States. Candidates will build strong relationships with customers, assisting with account openings and educating them on digital... 
    Full time
    Part time

    Quality Talent Group

    Montgomeryville, PA
    1 day ago
  •  ...should possess strong communication and organization skills, and a high school diploma is required. Benefits include health insurance, a...  ...off, and professional development opportunities. Join Univest and make a meaningful impact in the community. #J-18808-Ljbffr Univest

    Univest

    Harleysville, PA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Grow a High-Impact Client Book. Be the first to apply!