Financial Planning Consultant

Chartwell Investment Partners

Portfolio design and analysis
Retirement planning expertise
Risk management and insurance
The role involves partnering with Financial Advisors to review client portfolios and conduct comprehensive financial analysis

Job Summary

  • The role involves partnering with Financial Advisors to review client portfolios and conduct comprehensive financial analysis.
  • Candidates must research and recommend tailored solutions for retirement, risk management, and estate planning needs.
  • The position requires maintaining strict compliance with firm and regulatory policies while educating clients on securities markets.

Matching Summary

The role involves partnering with Financial Advisors to review client portfolios and conduct comprehensive financial analysis.

Skills & Requirements

Must-have

  • Portfolio design and analysis
  • Retirement planning expertise
  • Risk management and insurance
  • Estate planning recommendations
  • Client presentation skills
  • Compliance with regulatory policies

Nice-to-have

  • Small business planning knowledge
  • Education funding guidance
  • Continuous industry learning
  • Strong communication abilities
  • Collaborative team approach

Key Requirements

  • Bachelor's degree in Finance, Accounting, or Business Administration
  • 3 years of experience in financial services
  • Series 7 license required
  • Series 63, 65, or 66 license required
  • SIE exam required unless exempted

Work Rights

Not specified

Tailored Resume

Cover Letter