Financial Advisor Jobs in Pennsylvania
Financial Advisor jobs in Pennsylvania are consistently in demand, with strong hiring concentrated in wealth management, retirement planning, and insurance-linked advisory services across entry-level associate roles through senior private wealth positions. Philadelphia, Pittsburgh, and Allentown are the largest hiring centers, anchored by firms like Vanguard, Lincoln Financial Group, and Merrill Lynch, all of which maintain substantial Pennsylvania operations. The most sought-after specialties include retirement income planning, fee-based financial planning, and investment portfolio management. Find a role that fits below and apply directly.
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- Educate members on Clearview’s products & services
- Solve financial needs with smart, tailored solutions
- Build strong relationships, in person and by phone
- Assist with accounts, loans, transactions, and digital tools
- Represent Clearview at community and charity events
- High school diploma or equivalent
- 6+ months of customer service or financial experience
- Great communication & relationship-building skills
- Knowledge of financial products and lending a plus
- Quick learner, detail-oriented, open availability
- Driven by empathy, integrity, and growth
Monday - Friday: 9am - 6pm
Saturday: 9am - 2pm
- Educate members on Clearview’s products & services
- Solve financial needs with smart, tailored solutions
- Build strong relationships, in person and by phone
- Assist with accounts, loans, transactions, and digital tools
- Represent Clearview at community and charity events
- High school diploma or equivalent
- 6+ months of customer service or financial experience
- Great communication & relationship-building skills
- Knowledge of financial products and lending a plus
- Quick learner, detail-oriented, open availability
- Driven by empathy, integrity, and growth
Monday - Friday: 9am - 6pm
Saturday: 9am - 2pm
See All 83 Financial Advisor Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Financial Advisor Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring
- Northwestern Mutual17
- Clearview Federal Credit Union12
- Vista Wealth Solutions9
- United Placement6U
- PNC Financial Services3
Top Industries Hiring
- Banking & Financial Services
- Insurance
- Investment & Asset Management
What Pennsylvania Employers Look For
The qualifications that appear most often in financial advisor jobs across Pennsylvania.
- Active FINRA Series 65 or Series 66 license registered through Pennsylvania's Department of Banking and Securities
- Bachelor's degree in finance, economics, business, or a closely related field
- FINRA Series 7 license or active pursuit of licensure within an employer-sponsored timeline
- Demonstrated experience building and managing a client book in a fiduciary or advisory capacity
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce Financial Services
- CFP designation or active CFP candidacy preferred for fee-based and independent advisory roles
Financial Advisor Jobs in Pennsylvania: Frequently Asked Questions
How do you become a financial advisor in Pennsylvania?
To become a financial advisor in Pennsylvania, you typically need a bachelor's degree and must pass the FINRA Series 65 exam to register as an investment adviser representative, or the Series 7 and Series 66 combination to work as a broker-adviser. Registration is administered through Pennsylvania's Department of Banking and Securities. Many roles also expect or encourage the Certified Financial Planner designation, which requires additional coursework and an ethics examination.
Which companies hire financial advisors in Pennsylvania?
Employers hiring financial advisors in Pennsylvania right now include Northwestern Mutual, Clearview Federal Credit Union, and Vista Wealth Solutions, based on current listings on Migrate Mate as of September 2026. Pennsylvania's concentration of insurance carriers, regional banks, and large asset managers like Vanguard means the market supports both independent firm roles and positions within large institutional platforms.
Which Pennsylvania cities have the most financial advisor jobs?
Pittsburgh, Philadelphia, and Moosic have the most financial advisor openings in Pennsylvania. Philadelphia dominates due to its concentration of asset managers, insurance headquarters, and private wealth firms, while Pittsburgh's banking and healthcare wealth base drives steady demand there, and Allentown draws hiring from regional insurance carriers and community banks serving the Lehigh Valley corridor.
Are there remote financial advisor jobs in Pennsylvania?
Yes, and more than many client-facing fields, since a meaningful portion of financial planning work involves analysis, virtual client meetings, and portfolio review that translate well to remote settings. About 53% of financial advisor openings tied to Pennsylvania are remote or hybrid as of September 2026. Roles focused on financial plan preparation, investment research, or ongoing client relationship management are the most likely to offer remote or hybrid arrangements.
How can I get hired as a financial advisor in Pennsylvania with little or no experience?
The most realistic entry path is joining a large Pennsylvania firm as a financial advisor associate or client associate, which provides supervised client exposure and supports your licensing timeline. Vanguard's Malvern campus and Lincoln Financial in Radnor both run structured new-professional programs that include exam sponsorship and mentorship. Candidates coming from banking, insurance sales, or accounting roles have a natural bridge, and completing the Series 65 exam before applying gives any candidate a clear edge over unlicensed applicants.
Where can I find and apply to financial advisor jobs in Pennsylvania?
You can find and apply to financial advisor jobs in Pennsylvania on Migrate Mate, which lists current Pennsylvania openings from employers actively hiring in the state. Find roles that match your experience level and specialty, then apply directly to the ones that fit.
See All 83 Financial Advisor Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
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