Financial Planning Consultant

Job description

Job Description Summary Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on- going education. Job Description: Responsibilities: - Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis. - Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives. - Researches and provides recommendations related to risk management concerns, including insurance. - Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals. - Prepares presentations that clearly communicate t...