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Financial Advisor

Consolidated Planning, Inc.
Charleston, SC Full Time
POSTED ON 2/25/2025
AVAILABLE BEFORE 5/23/2025

Consolidated Planning, Inc. offers career opportunities across multiple locations and we are #hiring ! If you or someone you know is seeking a more fulfilling career path, feel free to reach out to me on Linked In or at beckythompson@cplanning.com

Locations : Charlotte, Charleston, SC, Columbia, Raleigh, Atlanta, Richmond, VA, Greenville (SC), Greensboro and Knoxville, TN.

We provide complete training and licensing support. We have a great Mentor Program that helps new advisors become successful much sooner.

Hear why CP is a great place to launch your new career!

Responsibilities

  • Provide financial planning support to clients
  • Help clients reach their important goals
  • Collaborate with other advisors to create the best plans for clients
  • Prepare financial "roadmaps" and check their accuracy

Qualifications

  • A desire to help others
  • Bachelor's degree
  • 5 years' of professional experience in a related field (not required)
  • Strong understanding of a "client first mentality"
  • Excellent interpersonal skills
  • Entreprenurial Spirit
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