Financial Planning Consultant - Devon, PA
Location
Devon, PA
Job Type
Full-time
Category
other-general
Posted
June 20, 2026
**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...
+ 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...