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
+ Prep...

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