Hybrid Financial Advisor in Raleigh - Build Client-Centric Plans

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

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.