What are the responsibilities and job description for the Financial Advisor position at Consolidated Planning, Inc.?
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.
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.
- 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