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Financial Representative Jobs in Exton, PA (3,058)

Financial Representative - State Farm Agent Team Member

Stephen Diorio - State Farm Agent
Wayne, PA
Education

Financial Representative - State Farm Agent Team Member

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

Financial Account Representative - State Farm Agent Team Member

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

Financial Representative Entry Level

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

Financial Representative

Western & Southern Life
Wayne, PA
New

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

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

Financial Representative (WAYNE, PA)

The Western and Southern Life Insurance
Wayne, PA
Dental Insurance
‌

Wealth Advisor & Financial Planner High Earnings Potential

Tristate Financial Advisors
Wilmington, DE
Icon: salary
$100k / year
‌

Financial Advisor

Northwestern Mutual Life Insurance
Wayne, PA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Representative - State Farm Agent Team Member

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

Independent Wealth Advisor / Financial Advisor - High Payout and Equity Path

Orion Placement
Wilmington, DE
Dental Insurance
Vision Insurance
Icon: salary
$150k - $350k / year
‌

Wealth Advisor III

Tompkins Financial
Plymouth Meeting, PA
New
Education
Icon: salary
$110k / year
‌

Wealth Advisor III

Tompkins Community Bank
Plymouth Meeting, PA
New
Education
Icon: salary
$110k / year
‌

Financial Advisor - Royersford, PA

Insight Global
Royersford, PA
New
‌

Financial Advisor - PNC Wealth Management

PNC Bank Corp
West Chester, PA
New
Part-Time
Health Insurance
Vision Insurance
Parental Leave
‌

Financial Advisor - PNC Wealth Management

PNC Financial Services Group
West Chester, PA
Part-Time
Health Insurance
Vision Insurance
Parental Leave
‌

Financial Advisor - PNC Wealth Management

PNC
Wilmington, DE
New
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$75k / year
‌

Financial Advisor - PNC Wealth Management

Fairygodboss
Conshohocken, PA
Part-Time
Health Insurance
Vision Insurance
Parental Leave
‌

Merrill Advisor Development Program - Financial Advisor: Philadelphia Market

Bank of America
Exton, PA
New
Diversity Leader
Eco-Friendly
‌

Wealth Advisor Client Growth & Financial Planning

Univest Financial Corp
King of Prussia, PA
New
Health Insurance
Icon: salary
$75k / year
‌

Financial Advisor - Havertown, PA

TD
Havertown, PA
New
Icon: salary
$72.3k - $108.2k / year
‌

Financial Advisor/Wealth Manager - Wilmington, DE

Tristate Financial Advisors
Wilmington, DE
New
Icon: salary
$100k / year
‌

Financial Advisor

Vanguard
Malvern, PA
‌

Territory Financial Advisor Consultant

The Hartford
Wayne, PA
New
Icon: salary
$75k - $100k / year
‌

Wealth Advisor: Financial Planning & Investments

Key Bank
Harleysville, PA
New
‌

Wealth Management Financial Advisor | Client Growth & Planning

PNC
Pottstown, PA
New
‌

Premier Client Financial Advisor - PNC Wealth Management

PNC
Phoenixville, PA
New
Health Insurance
Vision Insurance
Parental Leave
‌

Financial Solutions Advisor - PNC Wealth Management

PNC
Wilmington, DE
Part-Time
Health Insurance
Vision Insurance
Parental Leave
Icon: salary
$73k / year
‌

Financial Account Representative - State Farm Agent Team Member

Stephen Diorio - State Farm Agent
Wayne, PA
New
Education
‌

Premier Client Financial Advisor - PNC Wealth Management

PNC Bank
Phoenixville, PA
Part-Time
Health Insurance
Vision Insurance
Parental Leave
‌

Premier Client Financial Advisor - PNC Wealth Management

The PNC Financial Services Group
Phoenixville, PA
Part-Time
Eco-Friendly
Health Insurance
Vision Insurance
Parental Leave
‌

Financial Representative

Randstad
🌎 Remote
New
Remote
Hourly
Hospitality
Icon: salary
$19 / hour
‌

Financial Representative

Tailored Management
🌎 Remote
New
Remote
Hourly
Icon: salary
$19 / hour

Job Description

Working as a Financial Representative in Exton, PA

There are 3,058 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.

Financial Representative jobs near Exton, PA

  • Philadelphia, PA
  • Wilmington, DE
  • Camden, NJ

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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    Financial Representative jobs near Exton, PA

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