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Associate Financial Advisor Jobs in Exton, PA (NOW HIRING)

ProducifyX

Northwestern Mutual - Radnor

Wayne, PA

... Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 ® ... Teresa Fratini - Financial Representative: Teresa Fratini is the Associate Director of Selection at ...

Citadel

Registered Client Associate

West Chester, PA · On-site

As a Registered Client Associate , you will play an integral role in the success of Citadel. You ... Financial Advisors. Responsibilities * Build and foster strong client relationships through ...

Citadel

Registered Client Associate

West Chester, PA · On-site

As a Registered Client Associate , you will play an integral role in the success of Citadel. You ... Financial Advisors. Responsibilities * Build and foster strong client relationships through ...

The Hartford

Advisor Support Consultant

Wayne, PA · On-site +1

$55K/yr

Sales Support Associate - 87PR7N We're determined to make a difference and are proud to be an ... Advisor Support Consultants will work with financial advisors, advisor consultants, and internal ...

Stifel

Trust Operations Associate

Greenville, DE · On-site

Set up and maintain financial advisor access to the online system. * Scan, image, and index ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Trust Operations Associate

Greenville, DE · On-site

Set up and maintain financial advisor access to the online system. * Scan, image, and index ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Trust Operations Associate

Greenville, DE · On-site

Set up and maintain financial advisor access to the online system. * Scan, image, and index ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

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Showing results 41-60

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Exton, PA

Associate Financial Advisor information

See Exton, PA salary details

$37.2K

$64.8K

$108.6K

How much do associate financial advisor jobs pay per year?

As of Aug 11, 2026, the average yearly pay for associate financial advisor in Exton, PA is $64,817.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,600.00 and $79,600.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Exton, PA? The most popular types of Financial Advisor jobs in Exton, PA are:
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What job categories do people searching Associate Financial Advisor jobs in Exton, PA look for? The top searched job categories for Associate Financial Advisor jobs in Exton, PA are:
What cities near Exton, PA are hiring for Associate Financial Advisor jobs? Cities near Exton, PA with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Exton, PA as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $64,817 per year, or $31.2 per hour.

Northwestern Mutual - Radnor

ProducifyX

Wayne, PA

Full-time

Re-posted 11 days ago

Job description

At Northwestern Mutual – Radnor, our mission is clear: we are committed to becoming the pre-eminent financial planning organization on the mainline. We foster a culture driven by purpose, growth, and community impact, empowering our team members to build meaningful careers while making a difference. Our office proudly supports initiatives like Alex’s Lemonade Stand Foundation, reflecting our dedication to giving back and creating lasting change both for our clients and within our community.

Our office is located at: 170 N Radnor Chester Rd, Ste 110, Radnor, PA 19087

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Team: 

Grant Price – Managing Director: Grant has been with Northwestern Mutual for over five years and currently serves as Managing Director of Northwestern Mutual – Radnor. Prior to joining Northwestern Mutual, Grant worked in player personnel and recruiting for college football at the University of Tennessee, where he developed a strong foundation in talent development and team building. Outside of work, Grant is passionate about spending time with his wife, Hailey, and their two dogs, Bear and Ziggy (a Lab and Border Collie). He also enjoys staying active through CrossFit.

Teresa Fratini – Financial Representative: Teresa Fratini is the Associate Director of Selection at Northwestern Mutual, with a unique perspective shaped by over 20 years as a client and more than a year as a leader within the firm. She focuses on attracting and developing individuals who want to grow, lead, and make an impact. Outside of the office, she enjoys spending time with her two kids, Anthony and Clare, and their rescue pitties—Lego and Donut.

Steve Eberbach – Financial Advisor: Steve Eberbach is a Financial Advisor & Growth & Development Director at Northwestern Mutual. He has been with the firm for over 10 years, serving his clients as a proud partner of Clarity Financial Planning Group while also helping drive the development of advisors through his leadership role as Growth & Development Director. Prior to joining Northwestern Mutual, Steve worked as a civil engineer, bringing strong analytical and problem-solving skills into his financial planning practice. Outside of work, he enjoys spending time outdoors and staying active in nature.

Key Responsibilities:

  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

  • Education: A bachelor's degree is strongly preferred.
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling. 
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. 


 

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Grant Price is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.