Independent Financial Advisor: Build Your Own Practice (Hybrid)

Consolidated Planning, Inc.; Seattle (WA); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical and dental coverage

Disability protection

Group life insurance

Retirement planning

Continuing education and development

Recognition programs

Renewal income opportunities

Job summary

Consolidated Planning, Inc. in Atlanta, GA is seeking a Financial Advisor. You will build client relationships and craft comprehensive financial strategies to help individuals and business owners pursue their goals.

We welcome career changers and experienced advisors, offering structured onboarding, licensing support, and mentoring while you grow an independent practice within a supportive network.

Qualifications

• Strong interpersonal and communication skills required.
• Ability to build client relationships and networks.
• Willingness to complete licensing requirements.
• Entrepreneurial mindset with drive for ownership.
• Excellent listening and problem-solving abilities.

Responsibilities

• Meet with clients to understand goals and financial circumstances.
• Gather and analyze financial information to identify needs and opportunities.
• Develop personalized financial strategies across protection, investments, retirement, and estate planning.
• Educate clients and present recommendations clearly; collaborate with mentors.
• Build and maintain long-term client relationships.
• Implement and review strategies as needs evolve.
• Develop practice through networking and referrals.
• Participate in ongoing training and education.
• Maintain ethical standards and regulatory compliance.

Skills

Interpersonal communication

Relationship-building

Active listening

Sales/BD

Self-motivated

Independent work

Team collaboration

Ethical conduct

Networking

Coaching/mentoring

Education

Bachelor's degree in finance, business, economics, or related field

Job description

Consolidated Planning, Inc. in Atlanta, GA is seeking a Financial Advisor. You will build client relationships and craft comprehensive financial strategies to help individuals and business owners pursue their goals.

We welcome career changers and experienced advisors, offering structured onboarding, licensing support, and mentoring while you grow an independent practice within a supportive network.