HIRING CERTIFIED FINANCIAL PLANNER
Nov 26, 2025 • Sidrah Gohar • Job Openings / Employment & HR Notices
CERTIFIED FINANCIAL PLANNER
PWA Financial•Newtown, PA•
PWA Financial is a financial services company based in Newtown, PA.
Role Description
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 cliens 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, Welathbox, Right Capital