Financial Planner: Client-Focused Wealth Strategy
Job in
Berwyn, Chester County, Pennsylvania, 19312, USA
Listed on 2026-06-12
Listing for:
Creative Planning
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
A financial services firm in Berwyn is seeking a Financial Planner to interact with clients daily and provide comprehensive financial advice. The planner will conduct meetings, prepare financial recommendations, collaborate with wealth managers, and monitor clients' financial plans. Ideal candidates should have a relevant educational background and 3 years of experience in the financial services industry. Series 65 or equivalent must be obtained within 120 days of hiring.
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