Radnor Financial Advisors, LLC is looking for a Financial Planner to be trained in our Financial Planning and Wealth Management Services to perform the following principal responsibilities:
Support Consultants in managing client relationships.
Prepare detailed financial statements, client reports, and client correspondence.
Draft client communications.
Assist clients with various inquires.
Assist in quarterly report production and various projects.
Assist in preparation of tax returns and/or tax projections.
Manage the client on-boarding process; including opening new accounts, processing investment paperwork and interfacing with custodians.
Ability to work in fast paced environment and think clearly under pressure.
Excellent teamwork, analytical, written and oral communication skills.
Strong organizational skills. Detail-oriented.
College degree. MBA, CFP or CPA a plus, but not required.
Opportunity for long term relationship.
Additional Salary Information: Compensation commensurate with requirements of the position plus attractive benefits.
About Radnor Financial Advisors, LLC
Radnor Financial Advisors, LLC is an independent, fee-only, wealth management firm in the Philadelphia area—founded over 25 years ago. Our firm specializes in providing value based financial planning and investment management services.For over 25 years, Radnor Financial Advisors, LLC has provided wealth management services to high net worth individuals and corporate executives. Our holistic approach integrates personal financial planning, tax considerations, estate concerns, and investment portfolio management.At Radnor Financial Advisors, LLC, you can experience the benefits of personal wealth management. Our team of highly-qualified professionals will work with you to develop a financial plan which addresses (depending upon your specific needs and circumstances) short-term and long-term investment objectives, estate planning, wealth transfer, retirement goals, tax planning, insurance selection, budgeting, and more.We believe the best financial advice is provided by people who are independent and objective. For that reason, we function as a fee-based advisory firm and take care to maintain exclusive advisor-client relationships. We do not sell investment products and we do not acc...ept commissions. We consider that we have a duty to always act in good faith, and to place our clients’ interests first and foremost.