What are the responsibilities and job description for the Financial Advisor position at Consolidated Planning, Inc.?
Consolidated Planning, Inc. is a financial planning company located in Virginia, North Carolina, South Carolina, Georgia and Tennessee. We challenge the status quo of the financial planning industry by implementing a protection-first philosophy. We aim 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.
Role Description
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. Consolidated Planning provides complete training and support for new Advisors.
Qualifications
- Financial Planning, Retirement Planning and Financial Advisory skills
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Career Changers are encouraged to explore this position
- Ability to work independently and collaboratively
We develop new advisors in the industry and we also give experienced advisors a great place to build and scale their current practice to a higher level.