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Hybrid Financial Advisor: Personal Wealth & Planning
Job in
Reading, Berks County, Pennsylvania, 19610, USA
Listed on 2026-07-25
Listing for:
SC Staffing & Consulting
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
SC Staffing & Consulting is seeking a client-focused Financial Advisor hybrid in Pennsylvania. You will meet with clients to assess goals, develop customized plans, and recommend investment solutions.
You will monitor portfolios, maintain ongoing guidance, generate new business, and ensure compliance. The role requires 2+ years in financial planning or advising, and preferred/licenses include FINRA Series 7/66, PA insurance, and CFP certification.
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