Financial Advisor
$70k - $120kVista Wealth Solutions
At Vista Wealth Solutions, we're passionate about empowering you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity to grow your practice and make a real impact on the financial futures of families and businesses. We provide comprehensive resources, investment strategies, and planning solutions, ensuring you're well-equipped to support your clients effectively. Our commitment to your success includes hands-on training and a supportive team that encourages you to lead your business on your terms. We're looking for individuals who are competitive, self-motivated, and eager to create their success. Whether you're an experienced advisor or transitioning into the industry, we offer the structure, mentorship, and resources to help you thrive. At Vista Wealth Solutions, we believe in fostering an environment where your professional growth is prioritized, and your achievements are celebrated. Responsibilities: • • Conduct regular reviews of clients' financial portfolios to ensure alignment with their evolving needs. • Stay informed on industry trends and regulatory changes to provide up-to-date advice. • Educate clients on financial products and services, empowering them to make informed decisions. • Identify opportunities for clients to optimize their financial goals • Maintain required licenses and continuing education • Develop new client relationships through networking, referrals, and community engagement • Implement strategies to help clients build, protect, and manage their wealth over time. • Maintain on going communication with clients and proactively address changes in their financial circumstances Qualifications: 2+ years of experience in banking, sales/business, financial advisor, wealth manager, or related role. Active state insurance licenses and FINRA Series 6, 7, 63, or 66, or willing to obtain Strong relationship-building, communication, and personable skills. Goal-oriented, self-motivated, and comfortable working in a business environment, with a forward-thinking mindset Ability and willingness to obtain required licenses Bachelor's degree preferred; relevant professional experience will also be considered Commitment to professional development Presentation and consultative skills and problem-solving Compensation: $70,000 - $120,000 commission structure
• Conduct regular reviews of clients' financial portfolios to ensure alignment with their evolving needs. • Stay informed on industry trends and regulatory changes to provide up-to-date advice. • Educate clients on financial products and services, empowering them to make informed decisions. • Identify opportunities for clients to optimize their financial goals • Maintain required licenses and continuing education • Develop new client relationships through networking, referrals, and community engagement • Implement strategies to help clients build, protect, and manage their wealth over time. • Maintain ongoing communication with clients and proactively address changes in their financial circumstances
Compensation:
$70,000-$120,000 per year
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Jamison, PA5 days ago$80k - $220k
At Vista Wealth Solutions, we're passionate about empowering you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity to grow your practice and make a real impact on the financial futures of families and businesses. We provide comprehensive...Suggested$72.28k - $108.16k
...with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning...SuggestedWork at officeLocal areaWork from homeFlexible hours- Vista Wealth Solutions in Horsham, PA is seeking a Financial Advisor to help individuals, families, and business owners achieve their financial goals. You will plan investments, insurance, retirement, and wealth planning with mentorship and systems to support your growing...Suggested
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based at our Somerton, Philadelphia, PA location. Financial Advisors are based...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
PNC
Warrington, PA3 days ago - Northwestern Mutual in Jamison, PA is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and planning. You will build long-term client relationships, understand needs, and provide tailored...Flexible hours
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Willow Grove, PA1 day ago - ...experiences while handling service and sales needs. This full-time role (approx. 40 hours weekly) is based at our Montgomeryville financial center and requires scheduling around branch hours with no Sundays. You will drive proactive sales conversations, deepen relationships...Full time
$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$61.88k - $108.16k
...Financial Advisor Work location: Doylestown, Pennsylvania, United States of America Hours: 40 Pay details: $61,880 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development...Work at office- ...annual Strength in Belonging Summit, as well as our Local Black Advisor Resource Group (The BAG). We also believe in making a... ...Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we...Full timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hoursNight shift
Northwestern Mutual - Princeton
Jamison, PA9 days ago - 2 weeks ago Be among the first 25 applicants Is a Career as a Financial Advisor at WealthBridge Financial Right for You? Do you enjoy helping people pursue financial security? Are you self-motivated and driven by your own success? Do you thrive in an entrepreneurial environment...Full timeLocal areaFlexible hours
- Position Summary: We are seeking an experienced and relationship-driven Financial Advisor with an entrepreneurial mindset who thrives in a sophisticated, team-based environment. The ideal candidate is an accomplished professional with a strong network and a genuine passion...Temporary workFlexible hours
- ..., you'll receive the training, mentorship, and business development support needed to grow a successful financial practice. Whether you're an experienced advisor looking for a stronger platform or a motivated professional ready to enter the industry, we'll help you...Permanent employmentFull time
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Jamison, PA3 days ago$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...Health insurance Paid time off Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group,...InternshipWork at office
- TD Wealth is seeking a Financial Advisor in Montgomeryville, PA to participate in a three-year program with a forgivable draw, delivering financial planning guidance and investment solutions to TD Wealth clients. You will review goals, perform needs analyses, onboard clients...
- ...platform for savings plans, is seeking a co-op in Accounting/FP&A to gain hands-on experience with monthly close, journal entries, and financial analyses. You will support reporting for the Retirement division and participate in various finance projects. The role involves...Temporary work
- Relationship Banker Business SpecialistAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...Work experience placementWork at office
PNC
Willow Grove, PA2 days ago $20.43 - $32.31 per hour
...approximately 40 hours per week) based out of our Montgomeryville financial center in North Wales, PA (Montgomery County). Must be... ...centric conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer...Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hoursFulton Bank, N.A.
Montgomeryville, PA4 days ago- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Jenkintown, PA1 day ago $20 - $24 per hour
...their banking. In addition this position will be responsible for referrals to the other lines of business to meet the customer's financial needs. The Personal Banker will work with the branch team and partners to attain the branch strategic goals. Duties & Responsibilities...Hourly payFull timeMonday to FridayWeekend workFirstBank
Montgomeryville, PA1 day ago$20.67 - $31.25 per hour
...Pennsylvania 19002 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payFull timeWork experience placementFlexible hoursDay shiftKey Bank
Ambler, PA4 days ago- ...will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer experience and proactively seeking ways to...Work at officeLocal area
Citadel Federal Credit Union
Montgomeryville, PA2 days ago - ...Personal BankerUnivest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide...Temporary workLocal area
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Warminster, PA3 days ago $64.7k - $120.4k
...committed to making a difference in the moments that matter for our colleagues, clients, and communities.The primary role of the Financial Consultant is to work with the Account Teams on assigned cases, providing complex financial analysis and utilizing modeling tools...Minimum wageWork experience placementWork at officeFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Jamison, PA23 hours ago
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