Senior Financial Advisor/CFP - (Malvern, PA)

Builds and maintains relationships with clients. Delivers financial advice and complex portfolio management guidance. Core Responsibilities Develops portfolio allocation strategies based on analyses of investment risk tolerance and clients short and long-term investment goals. Develops implementation plans and communicates investment strategies. Manages complex client portfolios on a long:term basis. Leverages advanced client relationship organizational skills to build and retain assigned client base. Works with internal partners to ensure all client needs are consistently met. Participates in the business development process. Collaborates with sales teams to build and deepen relationships with existing and potential clients. Manages and reviews client portfolios on an ongoing basis and creates reports that address client advisory needs. Develops an advanced understanding of client financial situations. Creates and implements wealth management strategies.