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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Showing 5 of 70+ Financial Advisor jobs
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles—are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
- Time with NM: 25 years
- Prior experience: [Add his career before NM, if any]
- Passionate about: Family. Jesse is married to his high school sweetheart, Melissa, and they have four children. His daughter works alongside him in the office as Director of Operations and Associate Financial Representative. He also enjoys fine wines, hosting bonfires at his home, and always has a fun fact to share. Learn more about Jesse
- Time with NM: 5 years
- Prior experience: Business Development Manager in the automotive industry, where she built expertise in relationship building and business growth
- Passionate about: Time with her husband, Max, their son, Hudson, and their dog, Mr. Finnegan. Outside of work, she loves traveling, cooking, and making memories with her family.
- Time with NM: 10 years
- Prior experience: Built his career in the construction industry before joining Northwestern Mutual
- Passionate about: Family. Eric and his wife, Ashley, are high school sweethearts who both attended Penn State, where their oldest daughter is now a student. They also have a younger daughter and a dog named Jamie. In his free time, he enjoys networking events, trivia nights, and time with his family.
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
- Education: A bachelor's degree is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles—are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
- Time with NM: 25 years
- Prior experience: [Add his career before NM, if any]
- Passionate about: Family. Jesse is married to his high school sweetheart, Melissa, and they have four children. His daughter works alongside him in the office as Director of Operations and Associate Financial Representative. He also enjoys fine wines, hosting bonfires at his home, and always has a fun fact to share. Learn more about Jesse
- Time with NM: 5 years
- Prior experience: Business Development Manager in the automotive industry, where she built expertise in relationship building and business growth
- Passionate about: Time with her husband, Max, their son, Hudson, and their dog, Mr. Finnegan. Outside of work, she loves traveling, cooking, and making memories with her family.
- Time with NM: 10 years
- Prior experience: Built his career in the construction industry before joining Northwestern Mutual
- Passionate about: Family. Eric and his wife, Ashley, are high school sweethearts who both attended Penn State, where their oldest daughter is now a student. They also have a younger daughter and a dog named Jamie. In his free time, he enjoys networking events, trivia nights, and time with his family.
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Significant bonus opportunity commensurate with outcomes
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
- Education: A bachelor's degree is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
See All 70 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 Mutual10
- Clearview Federal Credit Union8
- PNC Financial Services6
- Vista Wealth Solutions3
- First Command Financial Services3
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Insurance
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 PNC Financial Services, based on current listings on Migrate Mate as of November 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 Jamison 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 40% of financial advisor openings tied to Pennsylvania are remote or hybrid as of November 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 70 Financial Advisor Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Financial Advisor Jobs