Financial Planning Jobs in Pennsylvania
Financial planning jobs in Pennsylvania are consistently active, with strong demand from entry-level associates through senior advisors across wealth management, banking, insurance, and corporate finance. Philadelphia, Pittsburgh, and Harrisburg are the largest hiring metros, home to major employers like Vanguard, Lincoln Financial Group, and PNC Financial Services. The most sought-after specialties in Pennsylvania include retirement planning, tax and estate planning, and institutional investment advisory. Find a role that fits below and apply directly.
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Job Description:
Basic Function
The FP&A Manager role is the financial leader for the Industrial Business Unit who will serve as a trusted business partner to the Industrial General Manager and functional leaders, providing financial insights and recommendations that support strategic decision-making and business growth.
Essential Duties and Responsibilities
- Provide monthly and quarterly results analyses vs. prior year, forecast, and plan
- Manage monthly, quarterly, annual planning and long-range planning financial schedules and submissions in coordination with the division controller
- Work directly with Brooks Industrial senior leadership to oversee the business segment reporting
- Provide ad hoc management analysis of sales, margin, and overheads
- Coordinate with various functions to facilitate CAPEX approval requests for the Industrial segment and its business units
- Support evaluation of Mergers, Acquisitions & Divestiture initiatives
- Partner directly with the division controller and the global FP&A team to manage and improve reporting processes for Brooks Industrial
- Understand and support compliance with all financial policies and standards of Brooks and ITW
- Limited international travel is expected on an annual basis.
- Other required duties may be assigned that are not included among the essential duties and responsibilities noted above in this position description.
Education and Experience
- Bachelor’s Degree in Accounting, Finance, or Business from an accredited university is required.
- Candidates with an MBA and/or CPA are preferred.
- Minimum of 5 years of related work experience in Accounting or Finance function is required.
- Financial Planning & Analysis experience is desirable.
Desired skills include:
- Advanced MS Excel, PowerPoint, and Word skills
- Strong written and oral communication skills
- Exposure to a continuous improvement approach to process management and improvement
- Excellent interpersonal and customer relations skills, particularly when it comes to building and nurturing strategic relationships
- A clear and concise verbal & written communicator, capable of conveying complex information effectively
- Proficiency in leading both professional meetings with customers and internal stakeholders, demonstrating confidence and expertise
- Ability to work autonomously, tackling even the most intricate challenges, and successfully completing tasks that may lack comprehensive documentation
ITW is an equal opportunity employer. We value our colleagues’ unique perspectives, experiences and ideas and create workplaces where everyone can develop their careers and perform to their full potential.
As an equal employment opportunity employer, ITW is committed to equal employment opportunity and fair treatment for employees, beginning with the hiring process and continuing through all aspects of the employment relationship.
All qualified applicants will receive consideration for employment without regard to race, color, sex, gender identity, sexual orientation, religion, national origin, age, disability, protected Veteran status or any other characteristic protected by applicable federal, state, or local laws.
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Find Financial Planning JobsFinancial Planning Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Financial Planning Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring


Top Industries Hiring
- Construction & Real Estate
- Investment & Asset Management
What Pennsylvania Employers Look For
The qualifications that appear most often in financial planning jobs across Pennsylvania.
- Active FINRA Series 65 or Series 66 license or Pennsylvania-recognized equivalent required
- Bachelor's degree in finance, economics, accounting, or a closely related field required
- CFP designation preferred or active progress toward Certified Financial Planner certification
- Demonstrated experience building and managing client financial plans across multiple goal types
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong knowledge of tax planning, retirement accounts, and investment portfolio management principles
Financial Planning Jobs in Pennsylvania: Frequently Asked Questions
How do you become a financial planning in Pennsylvania?
To work as a financial planner in Pennsylvania, you typically need a bachelor's degree in finance, economics, or a related field, followed by the appropriate FINRA licensing such as the Series 65 for investment advice. Pennsylvania does not issue its own standalone financial planner license, but investment advisers must register with the Pennsylvania Department of Banking and Securities. Earning the CFP designation from the CFP Board substantially strengthens your candidacy with most employers.
How much do financial plannings make in Pennsylvania?
Financial plannings in Pennsylvania earn a median of about $105,200 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $59,960 for the lowest 10% to over $392,900 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial plannings in Pennsylvania?
Employers hiring financial plannings in Pennsylvania right now include BNY, Homer City Redevelopment, and ATI, based on current listings on Migrate Mate as of November 2026. Pennsylvania's dense concentration of financial services headquarters, regional banks, and insurance carriers means hiring activity is spread across both large firms and independent advisory practices throughout the state.
Which Pennsylvania cities have the most financial planning jobs?
Pittsburgh, Philadelphia, and Exton account for the most financial planning openings in Pennsylvania. Philadelphia dominates due to its headquarters-dense financial services corridor anchored by firms like Vanguard and Lincoln Financial, Pittsburgh draws hiring from large regional banks and wealth management firms, and Harrisburg benefits from proximity to state government pension and public finance work that supports advisory demand.
Are there remote financial planning jobs in Pennsylvania?
Yes, and more than many finance roles, since financial planning work is largely desk-based and client communication is increasingly conducted by phone or video. About 78% of financial planning openings tied to Pennsylvania are remote or hybrid as of November 2026, reflecting broad industry adoption of flexible arrangements. Roles focused on plan building, portfolio analysis, and financial modeling tend to offer the most remote flexibility, while client-facing relationship roles more often require in-person presence.
How can I get hired as a financial planning in Pennsylvania with little or no experience?
The most realistic entry path is through a paraplanner or financial planning associate role, which Pennsylvania's large advisory firms and banks regularly post as training positions. Firms like Vanguard in Malvern and PNC in Pittsburgh run structured new-hire development programs that bring in candidates with relevant degrees but limited direct experience. Earning your Series 65 before applying and building proficiency in eMoney or MoneyGuidePro gives you a measurable edge over other entry-level candidates in Pennsylvania's competitive market.
Where can I find and apply to financial planning jobs in Pennsylvania?
You can find and apply to financial planning jobs in Pennsylvania on Migrate Mate, which lists current Pennsylvania openings updated regularly. Search the available roles by location or specialty, find the ones that fit your background, and apply directly to each position through the listing.
See All 30 Financial Planning Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
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