About this role
Wealth Advisor at First National Bank and Trust Company. Location: Newtown, Pennsylvania, United States. Role: manage portfolios, advise clients, ensure compliance Requirements: Bachelor’s degree in Economics, Finance, or Business Administration. CFP/CFA or equivalent; trust school preferred; willingness to attend relevant seminars. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp/cfa, trust school, continuing education fors Commitment: Full Time Workplace: Onsite Languages: English