Financial Representative/Advisor

Consolidated Planning, Inc.; Raleigh (NC); Hybrid; USD 65,000 - 110,000; Full time

Job summary

Consolidated Planning, Inc. in Raleigh, NC is seeking a Financial Representative/Advisor to build comprehensive client plans covering insurance, investments, and retirement.

This full-time hybrid role involves meeting clients, gathering financial data, presenting recommendations, and implementing strategies in collaboration with internal teams. The advisor educates clients on financial concepts, monitors progress, and adjusts plans as life events and market conditions change.

Qualifications

• Ability to provide comprehensive guidance in Financial Planning and holistic personal finance.
• Knowledge of Insurance solutions, including risk management and protection strategies.
• Experience or strong interest in Retirement Planning, with a focus on long-term income and savings strategies.
• Understanding of Investments, asset allocation, and portfolio construction aligned with client goals and risk tolerance.

Responsibilities

• Meet with clients to build and maintain long-term relationships.
• Conduct comprehensive financial assessments and develop tailored plans.
• Present recommendations and implement strategies with internal resources.
• Educate clients on financial concepts and monitor plans over time.
• Engage in networking, prospecting, and leveraging firm processes and support to grow a personal practice.

Skills

Financial planning

Insurance solutions

Retirement planning

Investments

Client relationships

Communication skills

Ethical advice

Education

Bachelor’s degree in finance

Job description

Company Description

Consolidated Planning, Inc. is a financial planning firm that focuses on helping advisors build meaningful, client-centered practices rather than following rigid sales scripts. Smaller by design than many national firms, it emphasizes close relationships, accessible leadership, and support that is responsive and personal. Advisors are encouraged to bring their existing relationships and strengths, with the firm providing a strong foundation in holistic financial planning to help them level up rather than start over. Consolidated Planning offers guidance, tools, and industry-forward leadership so advisors can build their own practices at their own pace. The firm is an Agency of The Guardian Life Insurance Company of America and offers securities products and advisory services through Park Avenue Securities, LLC.

Role Description

The Financial Representative/Advisor is a full-time, hybrid role based in Raleigh, NC, with flexibility for some work from home. This role involves building and maintaining long-term client relationships, conducting comprehensive financial assessments, and developing tailored plans that address insurance, investments, retirement, and overall financial wellness. Day-to-day responsibilities include meeting with clients, gathering and analyzing financial information, presenting recommendations, and implementing strategies in collaboration with internal resources. The advisor will educate clients on financial concepts, monitor plans over time, and adjust recommendations as life events and market conditions change. The role also includes networking, prospecting, and leveraging firm-provided processes, training, and support to grow a personally owned practice.

Qualifications

• Ability to provide comprehensive guidance in Financial Planning and holistic personal Finance.
• Knowledge of Insurance solutions, including risk management and protection strategies.
• Experience or strong interest in Retirement Planning, with a focus on long-term income and savings strategies.
• Understanding of Investments, asset allocation, and portfolio construction aligned with client goals and risk tolerance.
• Bachelor’s degree in finance, business, economics, or a related field preferred, or equivalent professional experience.
• Strong interpersonal, communication, and presentation skills, with the ability to build trust-based client relationships.
• Self-motivated and entrepreneurial mindset, with a commitment to ethical, client-first advice.
• Ability to work effectively in a hybrid environment, manage time independently, and meet regulatory and compliance requirements.
• Relevant licenses (such as FINRA securities licenses and insurance licenses) or willingness to obtain them with firm support.