Financial Planning Consultant - Devon, PA

**Responsibilities** + PartnerswithFinancialAdvisortoreviewclients’currentportfoliodesign,understandclient goals, enter client data, and conduct financialanalysis. + Evaluatesoverallindividualandemployer-basedretirementneeds,researchesvarious options, and recommends planningalternatives. + Researchesandprovidesrecommendationsrelatedtoriskmanagementconcerns,including insurance. + Designsandrecommendsatailoredfinancialanalysisorcomprehensivefinancialplanfor clients and prospects that meets their short and long-term financial needs andgoals. + Preparespresentationsthatclearlycommunicatetherecommendationsandalternatives related to the client’s financial analysis and comprehensive plandesign. + Performsdetaileddocumentreviews;analyzesclientinformationandsituationsacrossthe financial planning spectrum to developplan + Researchesinformationasnecessaryonacase-by-casebasisandwritescustomized financial plan observations and recommendations for each clientcase + Prepares files for meetings with existing and newclients + Prepares,coordinatesandfollowsthroughonanyneededcommunicationwithnewor existingclients + Continuouslymonitorsclients’financialsituationswithdetailandaccuracy,withtheabilityto the look at their overall financialpicture + Responds to client questions by telephone, email and occasional personalvisits. + Educatesclientonthefunctionsofvarioussecuritiesmarketsandtheprincipalfactorsthat affect them. + Provides guidance on estate planning options andtechniques. + Responds to and directs education funding questions including 529 savingsplans. + Assists with guidance on small businessplanning. + Conductsresearchasneededrelatedtoassignedclientcases,includingbutnotlimitedto basicincometaxquestionsandotherlegalissuesrequestingguidancewhenappropriate. + May participate in clientpresentations. + May open, transfer, and close customer accounts and maintain appropriate accountrecords. + May obtain and verify the client’s purchase and sale instructions, enter orders, and follow up on completion oftransactions. + Ensures firm and regulatory policies are followed within compliancestandards + Perform other duties and responsibilities asassigned. **Education/Experience Requirements** + Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis onfinancial, retirement and estate planning field or in marketing these services ~or~ + An equivalent combination of experience, education and/or training as approved by Human Resources **Licenses** + SIE required provided that an exemption or grandfatheringcannot beapplied + Series7 + Series 63, 65 and/or66 as required by state or ability to obtain within sixmonths