Financial Advisor

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 : 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! ResponsibilitiesProvide financial planning support to clientsHelp clients reach their important goalsCollaborate with other advisors to create the best plans for clientsPrepare financial "roadmaps" and check their accuracyQualifications A desire to help othersBachelor's degree5+ years' of professional experience in a related field (not required)Strong understanding of a "client first mentality"Excellent interpersonal skillsEntreprenurial Spirit

Created: 2025-02-22