Financial Advisor Jobs in Erie, Pennsylvania
At Waddell & Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart. Responsibilities As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursue their financ...
Bank of America Corporation Erie, PA, 16505
The Practice Management Development(PMD) Associate role is a 43 month development program for professionals whowish to build a wealth management business and become a full-fledged MerrillLynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoingcommitment to the growth and progress of our Merrill Lynch Financial Advisors.PMD offers new advisors the mos...
Wells Fargo Erie, PA, 16505
Job Title: PCG Registered Client Associate - E Job ID Number: 5023828 Schedule Type: Part-Time Work Hours: 24 Location: Erie,PA Qualifications: The salary range displayed below is based on a Full-time 40 hour a week schedule. PA-Erie: Min: $31,100 Mid: $42,600 ***THIS IS A PART-TIME OPPORTUNITY.*** 2+ years of brokerage related business experience Experience supporting brokerage base...
Thrivent Financial for Lutherans Erie, PA, 16505
Help Connect Faith and Finances as a Thrivent Financial advisor What if your next career could change lives? What if you could succeed by helping others succeed? What if you could help Christians connect their faith and finances? As a financial advisor with Thrivent Financial, you’ll have the opportunity to turn these “what-ifs” into a meaningful career. Why Thrivent? We believe money is a too...
Edward Jones Erie, PA, 16505
The Edward Jones Financial Advisor Opportunity Prepare yourself for a brand new career, one where your success is completely in your hands. Edward Jones is a privately owned financial-services leader with nearly 12,000 offices in the United States and Canada and more than 85 years of serving individual investors. As an Edward Jones Financial Advisor, you can take charge of your career and your in...
Sales Management Opportunity District Manager We are only as successful as our field leadership and, as such, are seeking a talented and experienced sales manager with a solid track record of success to lead an established team of advisors in our Erie, Pennsylvania district. Requirements: Demonstrated success as a sales manager in the financial services industry. Fully licensed (Series 7, 65 ...
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Finance Career Tools
$29,120.00 - $165,200.00
Typical Salary for Financial Planner in Erie
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Builds and maintains client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
Interviews clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.
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