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Financial Representative Jobs in Exton, PA (4,878)

Financial Account Representative - State Farm Agent Team Member

Stephen Diorio - State Farm Agent
Wayne, PA
Education

Financial Representative | Track to Financial Advisor (Nationally Ranked Training Program)

Northwestern Mutual
Wilmington, DE
401(k)
Icon: salary
$90k - $250k / year

Financial Services Sales Representative - Annuities

Lincoln Financial Services
Broomall, PA
New
401(k)
PTO
Health Insurance
Parental Leave

Financial Representative (WAYNE, PA)

The Western and Southern Life Insurance
Wayne, PA
New
Dental Insurance

Financial Representative - State Farm Agent Team Member

State Farm
Wayne, PA
New
Icon: salary
$35k - $65k / year

Financial Account Representative - State Farm Agent Team Member

State Farm Agent
Wayne, PA
New
Education
Icon: salary
$38k - $55k / year
‌

Financial Representative

West Tennessee Region - Modern Woodmen of America
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
Icon: salary
$17 / hour
‌

Financial Representative - Exton, PA

Fidelity Investments
Exton, PA
New
Education
‌

Financial Aid Representative

Eastern University
Wayne, PA
Part-Time
Vision Insurance
‌

Entry-Level Financial Representative

Evolution Financial Group
Media, PA
New
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
‌

Financial Representative - State Farm Agent Team Member

Stephen Diorio - State Farm Agent
Wayne, PA
New
Education
‌

Financial Representative - State Farm Agent Team Member

State Farm Agent
Wayne, PA
Education
Icon: salary
$38k - $55k / year
‌

Financial Account Representative - State Farm Agent Team Member

State Farm
Wayne, PA
New
Education
Icon: salary
$38k - $55k / year
‌

Financial Representative

Consolidated Planning
🌎 Remote
New
Remote
Hybrid
‌

Personal Financial Representative - DE

Allstate Insurance
Wilmington, DE
New
Health Insurance
Education
‌

Financial Services Sales Representative - MoneyGuard

Lincoln National Corp
Radnor, PA
Entry-Level
Eco-Friendly
401(k)
PTO
Health Insurance
Parental Leave
Icon: salary
$44.8k - $81.4k / year
‌

Financial Services Sales Representative - Moneyguard

Lincoln Financial Group
Radnor, PA
Entry-Level
401(k)
PTO
Health Insurance
Parental Leave
Icon: salary
$44.8k - $81.4k / year
‌

Financial Services Representative - State Farm Agent Team Member

Bill Weychert
Conshohocken, PA
Health Insurance
Icon: salary
$70k - $90k / year
‌

Financial Advisor - Downingtown, PA

TD Bank
Downingtown, PA
PTO
Icon: salary
$61.9k - $108.2k / year
‌

Financial Advisor - Downingtown, PA

The Toronto-Dominion Bank
Downingtown, PA
PTO
Icon: salary
$61.9k - $108.2k / year
‌

Centralized Wealth Management Advisor

Citadel Federal Credit Union
West Chester, PA
‌

Financial Planner

Vista Wealth Solutions
Radnor, PA
Education
Icon: salary
$80k - $200k / year
‌

Wealth Advisor (Radnor, PA or Allentown, PA)

Mercer Advisors
Radnor, PA
New
Hospitality
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$85k - $145k / year
‌

Centralized Wealth Management Advisor

Citadel
West Chester, PA
‌

Financial Representative and Advisor

MassMutual Oregon
🌎 Remote
Remote
Icon: salary
$50k - $550k / year
‌

Financial Representative

Western & Southern Life
Wayne, PA
‌

EntryLevel Financial Representative

Evolution Financial Group
Media, PA
New
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
Icon: salary
$87.1k / year
‌

Financial Advisor

Northwestern Mutual
King of Prussia, PA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor - PNC Wealth Management

PNC
Thorndale, PA
New
Part-Time
Health Insurance
Vision Insurance
Parental Leave
‌

Financial Advisor, Specialist

Hackajob
Malvern, PA
New
Hospitality
‌

Financial Advisor

Vanguard
Malvern, PA
New
‌

Financial Advisor - Downingtown, PA

Td Waterhouse
Downingtown, PA
New
Icon: salary
$61.9k - $108.2k / year
‌

Financial Advisor - Downingtown, PA

TD Bank Group
Downingtown, PA
New
PTO
Icon: salary
$61.9k - $108.2k / year

Job Description

Working as a Financial Representative in Exton, PA

There are 4,878 Financial Representative opportunities available in Exton, PA all with unique requirements.

A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.

Similar Jobs to Financial Representative

Financial Representative jobs near Exton, PA

Financial Representatives in Exton, PA Resume Data

Average Experience for Financial Representatives in Exton, PA

  • More than 10 years: 59%
  • 6-10 years: 30%
  • 3-5 years: 10%
  • 1-2 years: 1%
  • Less than 1 year: 1%

Educational Background for Financial Representatives in Exton, PA

  • Bachelors: 37%
  • Diploma: 36%
  • Associates: 14%
  • Masters: 12%
  • Doctorate: 1%

Top Skill for Financial Representatives in Exton, PA

  • Customer focus & orientation: 23%
  • Attention to detail: 12%
  • Customer service: 12%
  • Work style: Reliability: 11%
  • Sales skills: 9%
  • Administrative assistant/receptionist: 8%
  • Call center customer service: 7%
  • Verbal communication: 7%
  • Scheduling: 6%
  • Data entry: Accuracy: 5%

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