Wealth Management Advisor Jobs in Pennsylvania
Wealth Management Advisor jobs in Pennsylvania are consistently active, with strong demand concentrated in private banking, independent advisory firms, and the insurance-linked wealth sector serving the state's large pre-retiree and high-net-worth client base, from entry-level associate advisors through senior portfolio managers. The heaviest hiring is in Philadelphia, Pittsburgh, and Malvern, where established firms like Vanguard, Lincoln Financial Group, and SEI Investments maintain significant wealth management operations. The most in-demand specialties are retirement planning, estate planning, and fee-based comprehensive financial planning. Find a role that fits below and apply directly.
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Showing 5 of 36+ Wealth Management Advisor jobs
Wealth Management Advisor - Drive your own vision at a Financial Firm that loves to compete
Three Pillars Capital - a competitive and achievement oriented firm, is seeking persons who get excited and would enjoy:
- A company who understands supporting a driven and confident individual, so YOU can achieve your goals producing mutually beneficial outcomes for all involved
- An environment with autonomy, and the ability to take control of your own destiny and be rewarded accordingly (professionally, personally, emotionally)
- Where there is value in building strategic relationships with clients, peers and team members so all parties benefit - and you lead the way with courage and grit
- Challenging conversations strategic in nature, focusing on your ability to influence and motivate people to action - helping all involved win
- Having experienced support (mentors, staff, leadership) in your corner, helping provide detailed and timely execution of already established structures/processes - allowing you to focus on engaging directly with potential clients to grow your impact and drive scale
- Knowing the "boundaries" of key aspects of a solid financial plan - in the end doing what is right for the client; while allowing creativity and problem solving for each individual situation -- you thrive FINDING A WAY to solve the problem, instead of limiting you to a rigid and inflexible system
- Getting rewarded financially for your willingness to put in the work, take ownership & accountability, and driving towards growing your own financial services practice
- Hates to lose, is relentless toward achieving their focus, and is comfortable in an environment that starts with challenge, and provides unlimited problems to solve and goals to achieve as you grow and scale
This Career Offers You:
- The chance to own your own business, reducing initial infrastructure expenses by having experts supporting you as you assertively seek to impact clients and their families
- Income driven by a few key (well studied, historically proven) metrics - no limitation on achieving those metrics as quickly as you decide is impactful for you (speed up the timeline of your success...if you think you can!)
- A company LOGO (Three Pillars Capital) which will instantly create credibility so all you have to do is bring the passion and strategy
- Coaching, guidance and proven mentorship. You will not be micro-managed, although you will see the incredible value of the support systems provided, as well as aligning with visionary leaders so together you create rocket fuel
- The opportunity to risk success by betting on yourself and being encouraged for your relentless drive
A Career with Endless Opportunities:
- Most companies often limit the most driven, visionary, goal focused team members - mainly because there is only room for 1 'boss' -- at Three Pillars, our Founder leads the way and welcomes success - "a rising tide lifts all boats"...as long as the tide comes in, there will be plenty of room for success for all the boats
- Financial Planning Designations (CFP, CLU, ChFC, CLTC, MSFS, CPWA and more), we have data and analytics over 70+ years that predicts growing impact, income and client satisfaction for advisors who challenge themselves to grow their industry knowledge to better serve their clients
- Potential partnership; our Founder, for the right team member - believes abundance creates abundance - if you prove your worth, he will share his
- A leader who is not afraid to challenge you, make you better, and help improve your self-awareness, all with the desire and passion to allow you to be more, see more, achieve more.
All we ask of you is:
- Humility and willingness to want to be better. We do not mind your ego or your confidence. We do not want arrogance or an inability to be coachable. We win, we lose, we keep learning and moving forward - never giving up until success comes, always remaining grateful and humble -- constantly hungry for more.
- If you are reading this Job Description and thinking - "Holy cow, finally a place that encourages assertive and disruptive behaviors" - you are reading it correctly. If/When you join this opportunity, our leader will sit with you to learn your goals, while he shares his - so together you can help each other reach success.
- Learn our structure - not be bound or limited by it. Be open-minded enough to learn the value of these systems and we will allow more flexibility as you prove success within our team.
About Three Pillars Capital from our founder:
For me, this job is personal. I watched my parents make financial mistakes that caused undue stress for our family, and I want to help others avoid those same kinds of mistakes. My parents’ missteps weren’t for a lack of drive or resources, but a lack of clarity and direction. I know financial planning can be complicated, which is why I’ve made it my mission to simplify the process for others. My team and I take complex financial situations and create detailed, practical plans that help clients understand where they are and exactly how to get where they want to be.
Job Type: Full-time
Benefits:
- 401(k) with matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Vision insurance
Work Location: In person
As part of the next steps of connecting, in addition to submitting your resume, please find 7-8 minutes complete a simple two question survey. Only candidates who submit their resume & complete the survey will be eligible for an interview.
Copy the the link into a new tab to complete the survey below.
https://go.cultureindex.com/p/vZVDqzodAh1k
Job Type: Full-time
Pay: $60,000.00 - $500,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Education:
- Bachelor's (Required)
Work Location: In person
Wealth Management Advisor - Drive your own vision at a Financial Firm that loves to compete
Three Pillars Capital - a competitive and achievement oriented firm, is seeking persons who get excited and would enjoy:
- A company who understands supporting a driven and confident individual, so YOU can achieve your goals producing mutually beneficial outcomes for all involved
- An environment with autonomy, and the ability to take control of your own destiny and be rewarded accordingly (professionally, personally, emotionally)
- Where there is value in building strategic relationships with clients, peers and team members so all parties benefit - and you lead the way with courage and grit
- Challenging conversations strategic in nature, focusing on your ability to influence and motivate people to action - helping all involved win
- Having experienced support (mentors, staff, leadership) in your corner, helping provide detailed and timely execution of already established structures/processes - allowing you to focus on engaging directly with potential clients to grow your impact and drive scale
- Knowing the "boundaries" of key aspects of a solid financial plan - in the end doing what is right for the client; while allowing creativity and problem solving for each individual situation -- you thrive FINDING A WAY to solve the problem, instead of limiting you to a rigid and inflexible system
- Getting rewarded financially for your willingness to put in the work, take ownership & accountability, and driving towards growing your own financial services practice
- Hates to lose, is relentless toward achieving their focus, and is comfortable in an environment that starts with challenge, and provides unlimited problems to solve and goals to achieve as you grow and scale
This Career Offers You:
- The chance to own your own business, reducing initial infrastructure expenses by having experts supporting you as you assertively seek to impact clients and their families
- Income driven by a few key (well studied, historically proven) metrics - no limitation on achieving those metrics as quickly as you decide is impactful for you (speed up the timeline of your success...if you think you can!)
- A company LOGO (Three Pillars Capital) which will instantly create credibility so all you have to do is bring the passion and strategy
- Coaching, guidance and proven mentorship. You will not be micro-managed, although you will see the incredible value of the support systems provided, as well as aligning with visionary leaders so together you create rocket fuel
- The opportunity to risk success by betting on yourself and being encouraged for your relentless drive
A Career with Endless Opportunities:
- Most companies often limit the most driven, visionary, goal focused team members - mainly because there is only room for 1 'boss' -- at Three Pillars, our Founder leads the way and welcomes success - "a rising tide lifts all boats"...as long as the tide comes in, there will be plenty of room for success for all the boats
- Financial Planning Designations (CFP, CLU, ChFC, CLTC, MSFS, CPWA and more), we have data and analytics over 70+ years that predicts growing impact, income and client satisfaction for advisors who challenge themselves to grow their industry knowledge to better serve their clients
- Potential partnership; our Founder, for the right team member - believes abundance creates abundance - if you prove your worth, he will share his
- A leader who is not afraid to challenge you, make you better, and help improve your self-awareness, all with the desire and passion to allow you to be more, see more, achieve more.
All we ask of you is:
- Humility and willingness to want to be better. We do not mind your ego or your confidence. We do not want arrogance or an inability to be coachable. We win, we lose, we keep learning and moving forward - never giving up until success comes, always remaining grateful and humble -- constantly hungry for more.
- If you are reading this Job Description and thinking - "Holy cow, finally a place that encourages assertive and disruptive behaviors" - you are reading it correctly. If/When you join this opportunity, our leader will sit with you to learn your goals, while he shares his - so together you can help each other reach success.
- Learn our structure - not be bound or limited by it. Be open-minded enough to learn the value of these systems and we will allow more flexibility as you prove success within our team.
About Three Pillars Capital from our founder:
For me, this job is personal. I watched my parents make financial mistakes that caused undue stress for our family, and I want to help others avoid those same kinds of mistakes. My parents’ missteps weren’t for a lack of drive or resources, but a lack of clarity and direction. I know financial planning can be complicated, which is why I’ve made it my mission to simplify the process for others. My team and I take complex financial situations and create detailed, practical plans that help clients understand where they are and exactly how to get where they want to be.
Job Type: Full-time
Benefits:
- 401(k) with matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Vision insurance
Work Location: In person
As part of the next steps of connecting, in addition to submitting your resume, please find 7-8 minutes complete a simple two question survey. Only candidates who submit their resume & complete the survey will be eligible for an interview.
Copy the the link into a new tab to complete the survey below.
https://go.cultureindex.com/p/vZVDqzodAh1k
Job Type: Full-time
Pay: $60,000.00 - $500,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Education:
- Bachelor's (Required)
Work Location: In person
See All 36 Wealth Management Advisor Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find JobsWealth Management Advisor Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Wealth Management Advisor Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring
- PNC Financial Services11
- Prudential2
- Goldman Sachs2
- JKS Financial2
- JPMorganChase2
Top Industries Hiring
- Insurance
- Banking & Financial Services
- Investment & Asset Management
- Fintech
What Pennsylvania Employers Look For
The qualifications that appear most often in wealth management advisor jobs across Pennsylvania.
- Active FINRA Series 65 or Series 66 license registered in Pennsylvania
- Bachelor's degree in finance, economics, business, or a closely related field
- CFP designation or active progress toward Certified Financial Planner certification
- Demonstrated experience building and managing a book of individual or institutional clients
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Envestnet
- Strong knowledge of Pennsylvania-relevant estate planning rules and fiduciary standards
Wealth Management Advisor Jobs in Pennsylvania: Frequently Asked Questions
How do you become a wealth management advisor in Pennsylvania?
To work as a wealth management advisor in Pennsylvania, you typically need to pass the FINRA Series 65 exam (Uniform Investment Adviser Law Examination) or hold a Series 7 plus Series 66, with registration filed through Pennsylvania's Bureau of Securities. A bachelor's degree in finance, economics, or business is the standard educational baseline. Many advisors also pursue the CFP designation, which requires passing a national board exam and completing supervised professional experience.
How much do wealth management advisors make in Pennsylvania?
Wealth management advisors 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 wealth management advisors in Pennsylvania?
Employers hiring wealth management advisors in Pennsylvania right now include PNC Financial Services, Prudential, and Goldman Sachs, based on current listings on Migrate Mate as of October 2026. Pennsylvania's concentration of large asset managers, regional banks, and insurance-affiliated advisory firms makes it one of the more active hiring markets for this role on the East Coast.
Which Pennsylvania cities have the most wealth management advisor jobs?
The cities with the most wealth management advisor openings in Pennsylvania are Pittsburgh, Philadelphia, and Erie. Philadelphia dominates due to its cluster of major asset managers and private banks, Pittsburgh draws from its growing wealth of corporate professionals and family offices, and Malvern reflects the outsized presence of Vanguard and SEI Investments anchoring an active advisory corridor along the Main Line.
Are there remote wealth management advisor jobs in Pennsylvania?
Yes, but they're less common than in purely analytical finance roles, since client-facing relationship work often requires in-person meetings. About 46% of wealth management advisor openings tied to Pennsylvania are remote or hybrid as of October 2026, with most of those being hybrid arrangements rather than fully remote. Financial planning support roles, portfolio analysis positions, and paraplanner functions are the most likely to allow remote work within this field.
How can I get hired as a wealth management advisor in Pennsylvania with little or no experience?
The most realistic entry path is through a paraplanner or financial planning associate role at one of Pennsylvania's independent advisory firms or bank-affiliated wealth divisions. Firms like Vanguard and Lincoln Financial Group run associate advisor and new-graduate development programs in Pennsylvania that provide structured client exposure. Holding a Series 65 license before applying gives candidates a clear edge over unlicensed applicants. Lateral moves from roles like bank personal banker, insurance agent, or financial analyst are commonly accepted by Pennsylvania employers as qualifying experience.
Where can I find and apply to wealth management advisor jobs in Pennsylvania?
You can find and apply to wealth management advisor jobs in Pennsylvania on Migrate Mate, which lists current Pennsylvania openings from employers actively hiring in the state. Find the roles that fit your experience and specialization, then apply directly through each listing.
See All 36 Wealth Management Advisor Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
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