Financial Planning Consultant - Devon, Pa

Chartwell Investment Partners

Devon, PA, US
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, estate planning, and education funding.
  • The position requires maintaining regulatory compliance while educating clients on securities markets and financial strategies.

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 guidance
  • Client presentation skills

Nice-to-have

  • Small business planning knowledge
  • Education funding strategies
  • Continuous industry learning
  • Collaborative team environment
  • Client-first culture

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