Financial Advisor

Consolidated Planning, Inc.; Charleston (SC); Hybrid; USD 55,000 - 90,000; Full time

Job summary

Consolidated Planning, Inc. is seeking a Financial Advisor for a full-time hybrid role. The position involves providing financial planning, retirement planning, investment advice, and ongoing advisory services to clients.

The role offers a flexible work arrangement with some remote work and includes comprehensive training and support for new Advisors. Experience in the Financial Industry is not strictly required, and candidates from career changers are encouraged to apply.

Qualifications

• Excellent communication and interpersonal abilities.
• Financial Planning, Retirement Planning, and Financial Advisory skills helpful.
• Strong analytical and problem-solving skills.
• Career Changers are encouraged to explore this position.
• Ability to work independently and collaboratively.

Responsibilities

• Provide financial planning, retirement planning, and investment advice.
• Deliver comprehensive financial advisory services to clients.
• Assist clients in building personalized financial plans for growth and security.

Skills

Communication

Interpersonal skills

Analytical thinking

Independent and collaborative work

Job description

Consolidated Planning, Inc. in Charlotte, NC, (with other locations in the Southeast) challenges the status quo of the financial planning industry by implementing a protection-first philosophy. The company aims to empower individuals to take control of their financial narrative with personalized plans for growth and security. Consolidated Planning offers advice for today and strategic planning for tomorrow, with a focus on delivering real solutions tailored to each client's unique needs.

Role Description

This is a full-time hybrid role for a Financial Advisor at Consolidated Planning, Inc. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services. While the role is primarily located in North or South Carolina, there is flexibility for some remote work. Consolidated Planning provides complete training and support for new Advisors. Experience in the Financial Industry is not necessarily needed.

Company Description

Consolidated Planning, Inc. in Charlotte, NC, (with other locations in the Southeast) challenges the status quo of the financial planning industry by implementing a protection-first philosophy. The company aims to empower individuals to take control of their financial narrative with personalized plans for growth and security. Consolidated Planning offers advice for today and strategic planning for tomorrow, with a focus on delivering real solutions tailored to each client's unique needs.

Qualifications

• Excellent communication and interpersonal abilities
• Financial Planning, Retirement Planning, and Financial Advisory skills helpful
• Strong analytical and problem-solving skills
• Career Changers are encouraged to explore this position
• Ability to work independently and collaboratively