Financial Planning Consultant - Devon, Pa

Willenborg Wealth Management

Devon, PA, US
Not specified; not specified; not specified
Not specified
Portfolio design and financial analysis
Retirement and estate planning expertise
Risk management and insurance research
Willenborg Wealth Management is seeking a Financial Planning Consultant in Devon, PA, to assist Financial Advisors with client portfolio design, financial analysis, and comprehensive planning across various financial areas. The ideal candidate will have a bachelor's degree, relevant experience in financial services, and possess specific industry licenses

Job Summary

  • The role involves partnering with Financial Advisors to review client portfolios and conduct comprehensive financial analysis for short and long-term goals.
  • Candidates must possess specialized knowledge in income tax consulting, retirement planning, risk management, and estate planning to serve as a resource for clients.
  • The position requires maintaining firm compliance standards while educating clients on securities markets and preparing detailed customized financial plans.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Financial Planning Consultant in Devon, PA, to assist Financial Advisors with client portfolio design, financial analysis, and comprehensive planning across various financial areas. The ideal candidate will have a bachelor's degree, relevant experience in financial services, and possess specific industry licenses.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Portfolio design and financial analysis
  • Retirement and estate planning expertise
  • Risk management and insurance research
  • Client presentation and communication skills
  • Compliance with regulatory policies

Nice-to-have

  • Continuous professional development mindset
  • Collaborative team work approach
  • Client-first service orientation
  • Ability to handle multiple client cases
  • Strong organizational and detail skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter