Position title
Financial Planning Specialist - Phoenixville, PA

Our client is seeking a Financial Planning Specialist to discuss financial goals with clients and develop an appropriate investment strategy to attain those objectives.

Key Responsibilities
  • Meet with clients to assess their expenses, income, financial objectives, tax status, risk tolerance.
  • Provide information regarding financial planning that will meet their individual goals.
  • Advise clients on recommendations for insurance coverage,ash management.
  • Review client accounts and plans on a regular basis to determine if changes are needed to their investment strategy based on income changes and expenses.
  • Prepare financial summaries, investment performance reports and income projections for clients.
  • Manage and update client portfolios.
  • Build and maintain client relationships.
Key Qualifications
  • BS in Finance preferred.
  • 2 years of sales experience.
  • Proven working experience as a financial advisor, planner.
  • Must have current FINRA licenses.
  • PA Life and Health license preferred.
  • CFP certification, a plus.
  • Experience with Redtail CRM.
  • Experience with financial planning software.
  • Proficiency in Microsoft Office Suite.
  • Ability to work as part of a team and independently to ensure client needs are met. 

Learn More: Please send your resume to resumes@scconsultingllp.com.

About SC Staffing & Consulting, Certified Woman-Owned

SC Staffing & Consulting is a strategic staffing, recruiting, and consulting company with over 60 years of combined experience. Since 2007, we have been providing flexible expertise with a high degree of personal integrity and thoroughly trained staff. We offer full recruitment services to businesses, governments, and other institutions, providing long-term temporary solutions and temp to perm solutions. Our professional resumes target job specifications and demonstrate experience in a compelling manner. Our internal employees have a staffing background with experience handling the full-cycle recruitment process from first interview to hire to successful job performance. Partnering with project leaders and hiring managers, we ensure a positive outcome.

Job Location
Phoenixville, PA
Date posted
October 6, 2022
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Position: Financial Planning Specialist - Phoenixville, PA

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