Financial Consultant Jobs in Pennsylvania
Financial Consultant jobs in Pennsylvania are in steady demand, with openings concentrated in wealth management, corporate finance, insurance, and retirement planning across seniority levels from entry-level associate to senior advisor. Philadelphia, Pittsburgh, and Harrisburg anchor most of the hiring, where established firms like Vanguard, Lincoln Financial Group, and PNC Financial Services consistently bring on financial consultants. The most sought-after specialties in Pennsylvania are retirement planning, investment advisory, and risk management. Find a role that fits below and apply directly.
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Fidelity will not provide immigration sponsorship for this position.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
- Proven success in building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Coachable, collaborative, and curious are key attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
The Team
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
- Proven success in building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Coachable, collaborative, and curious are key attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
The Team
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
See All 9 Financial Consultant Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Financial Consultant Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring
What Pennsylvania Employers Look For
The qualifications that appear most often in financial consultant jobs across Pennsylvania.
- Active FINRA Series 65 or Series 66 license recognized in Pennsylvania required
- Bachelor's degree in finance, economics, accounting, or a related business field
- Experience with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
- Strong knowledge of investment products, retirement accounts, and tax-advantaged planning strategies
- CFP designation or active progress toward Certified Financial Planner certification preferred
- Demonstrated ability to build and manage a client book in a compliance-regulated environment
Financial Consultant Jobs in Pennsylvania: Frequently Asked Questions
How do you become a financial consultant in Pennsylvania?
Most financial consultant roles in Pennsylvania require passing the FINRA Series 65 or Series 66 exam, both of which are recognized by the Pennsylvania Department of Banking and Securities for investment adviser representative registration. You'll typically need a bachelor's degree in finance, accounting, economics, or a closely related field. Many Pennsylvania employers also expect or prefer the CFP designation, and some roles in insurance-linked planning require a Pennsylvania insurance producer license.
Which companies hire financial consultants in Pennsylvania?
Employers hiring financial consultants in Pennsylvania right now include Fidelity Investments, Marsh McLennan Agency, and Deloitte, based on current listings on Migrate Mate as of November 2026. Pennsylvania's concentration of large asset managers, regional banks, and insurance carriers, particularly in the Philadelphia and Pittsburgh corridors, makes it one of the more active states for financial consulting roles across wealth management and corporate finance.
Which Pennsylvania cities have the most financial consultant jobs?
Conshohocken, Philadelphia, and Ephrata account for the greatest concentration of financial consultant openings in Pennsylvania. Philadelphia dominates because of the dense cluster of asset managers, insurance headquarters, and regional banks based there, while Pittsburgh draws demand from its financial services and corporate sectors, and Harrisburg's openings are tied closely to state government-adjacent financial planning and insurance firms operating in the capital region.
Are there remote financial consultant jobs in Pennsylvania?
Yes, and more than many client-facing roles allow. About 100% of financial consultant openings tied to Pennsylvania are remote or hybrid as of November 2026, reflecting how much of the analytical and planning work can be done off-site. The most remote-friendly sub-areas are financial planning, portfolio analysis, and fee-only advisory work, while roles requiring in-person client relationship management tend to be on-site or hybrid.
How can I get hired as a financial consultant in Pennsylvania with little or no experience?
The most realistic entry path is applying for a financial advisor associate or client associate role at one of Pennsylvania's large wealth management firms or bank-affiliated advisory practices, where structured training programs exist for candidates without direct experience. Vanguard, based in Malvern, runs well-known new-graduate development programs in financial services. Passing the Series 65 exam before applying, or earning a CFP education certificate, signals seriousness and gives candidates a clear edge over others without a credential or client-facing background.
Where can I find and apply to financial consultant jobs in Pennsylvania?
You can find and apply to financial consultant jobs in Pennsylvania on Migrate Mate, which lists current openings from Pennsylvania employers across Philadelphia, Pittsburgh, Harrisburg, and beyond. Find the roles that fit your experience and credentials and apply directly from the listings below.
See All 9 Financial Consultant Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Financial Consultant Jobs