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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Overview

Open roles30
Top employerBNY
Top cityPittsburgh, PA
Cities hiring18
Work type56% Hybrid
Top industryConstruction

Showing 5 of 30+ Financial Planning jobs

Financial Planning & Analysis Manager
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Added 3d ago
Financial Planning & Analysis Manager
Brooks Instrument
Hatfield, Pennsylvania
Business Strategy
Project Management
Strategy & Corporate Development
Master's degree in business administration
201-500

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Financial Planning & Analysis Analyst
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Added 4d ago
Financial Planning & Analysis Analyst
Homer City Redevelopment
Pittsburgh, Pennsylvania
Business Development
Program Management
Project Management
Master's degree in business administration

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Financial Planning & Analysis Manager
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Added 4d ago
Financial Planning & Analysis Manager
Homer City Redevelopment
Pittsburgh, Pennsylvania
Business Development
Program Management
Project Management
Master's degree in business administration

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Financial & Planning (FP&A) Specialist
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Added 5d ago
Financial & Planning (FP&A) Specialist
Eaton
Moon Township, Pennsylvania
Accounting
Business Analyst
Data Analytics
$113k - $165k/yr
Hybrid
Bachelor's degree in finance
10,000+

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Sr. Financial Planning Associate
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Added 5d ago
Sr. Financial Planning Associate
Clearstead Advisors
Philadelphia, Pennsylvania
Business Operations
Business Strategy
Consulting & Professional Services
Bachelor's degree

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Financial Planning Jobs by City in Pennsylvania

Where Pennsylvania roles are concentrated, by current openings.

Pittsburgh
8 jobs
Philadelphia
6 jobs
Exton
1 job
Berwyn
1 job
Lititz
1 job
Radnor
1 job
Blakely
1 job
Newtown
1 job
Wexford
1 job

Financial Planning Job Market in Pennsylvania

A snapshot from current Pennsylvania openings, updated as new roles post.

Who's Hiring

BNY2 open roles
Homer City Redevelopment2 open roles
ATI1 open role

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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