Financial Planning Consultant- Naples, FL
1 week ago

Job 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.
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 provides recommendations related to risk management concerns including insurance. ,
- Designs recommends a tailored financial analysis or comprehensive financial plan for clients prospects that meets their short long-term financial needs goals.
Job description
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