Consolidated Planning, Inc. ยท 1 day ago
Financial Representative
Atlanta Metro
Full-time
Hybrid
New Grad, Entry LevelConsolidated Planning, Inc. was founded to address the frustrations with the financial planning industry. They are seeking a Financial Advisor who will provide financial planning services and manage client investments.
Financial Services
Responsibilities
Providing financial planning services
Managing client investments
Assisting with retirement planning
Offering financial advice
Meeting with clients
Analyzing financial data
Developing financial plans
Delivering world-class service
Qualification
Required
Experience in Financial Planning, Education, or other related fields
Knowledgeable in Finance and Investments
Strong analytical, communication, and customer service skills
Ability to work both independently and as part of a team
Preferred
Relevant certifications such as SIE, Series 7 & 66
Company
Consolidated Planning, Inc.
Consolidated Planning, Inc. is a financial services provider based in North Carolina.
Founded in 1981
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Andy Brincefield
President & CEO
Neal Brincefield
Managing Partner
Company data provided by crunchbase