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