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