Financial Planning Consultant- Destin, Fl

Willenborg Wealth Management

Destin, FL, US
Hybrid
Portfolio design
Income tax consulting
Retirement planning
Willenborg Wealth Management is seeking a Financial Planning Consultant to work remotely in Destin, FL. The role involves collaborating with Financial Advisors to provide comprehensive financial planning services, including portfolio design, retirement and estate planning, and risk management

Job Summary

  • Serve as a resource to Financial Advisors and their clients regarding overall financial planning issues.
  • Partner with Financial Advisors to review client portfolios, understand goals, and conduct financial analysis.
  • Design and recommend tailored financial analysis or comprehensive financial plans to meet client needs and goals.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Financial Planning Consultant to work remotely in Destin, FL. The role involves collaborating with Financial Advisors to provide comprehensive financial planning services, including portfolio design, retirement and estate planning, and risk management.

Skills & Requirements

Must-have

  • portfolio design
  • income tax consulting
  • retirement planning
  • risk management
  • estate planning
  • education funding
  • small business planning

Nice-to-have

  • client-first approach
  • continuous learning
  • collaboration with advisors

Key Requirements

  • Bachelor's degree in a related field
  • Three years' experience in financial services
  • SIE, Series 7, Series 63, 65, and/or 66 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter