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Certified Financial Planner
Job in
Newtown, Bucks County, Pennsylvania, 18940, USA
Listed on 2025-12-31
Listing for:
PWA Financial
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Join to apply for the CERTIFIED FINANCIAL PLANNER role at PWA Financial
PWA Financial is a financial services company based in Newtown, PA. This is a full‑time on‑site role for a Certified Financial Planner located in Philadelphia, PA. The Certified Financial Planner will be responsible for financial planning, personal financial planning, finance, retirement planning, and implementing Certified Financial Planner strategies on a day-to-day basis. Working with clients of the firm.
Qualifications- Financial Planning, Personal Financial Planning, and Certified Financial Planner skills
- Experience in finance and retirement planning
- Strong analytical and problem‑solving skills
- Excellent communication and interpersonal skills
- Attention to detail and accuracy in financial data
- Certification as a Certified Financial Planner (CFP) is required
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Systems
- Charles Schwab, Welfarebox, Right Capital
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