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Consolidated Planning, Inc. · 1 day ago

Financial Advisor

Charlotte Metro

Full-time

Hybrid

Mid Level

Consolidated Planning, Inc. is dedicated to addressing gaps in the financial planning industry by providing tailored, client-first solutions. The Financial Advisor will be responsible for building and managing client relationships, designing personalized financial plans, and helping clients achieve their long-term financial goals.

Financial Services

Hiring Manager

Becky Thompson

Responsibilities

Building and managing client relationships

Designing personalized financial plans

Helping clients achieve their long-term financial goals

Analyzing financial information

Identifying client needs

Recommending strategies

Communicating complex financial concepts in a simple and tailored manner

Staying updated on market trends

Compliance regulations

Developing strategies to support overall business growth

Qualification

Financial planningInvestment managementRetirement planningFinancial analysisFinancial regulationsFinancial planning softwareClient relationship managementCommunication skillsTime managementInterpersonal skillsPresentation skillsCollaborationIndependent work

Required

Strong financial planning, investment management, and retirement planning skills

Experience in client relationship management, needs assessment, and customized solution design

Proficiency in financial analysis, forecasting, and tax planning insights

Solid understanding of communication, presentation, and interpersonal skills with the ability to build trust and rapport with clients

Working knowledge of financial regulations and compliance standards

Bachelor's degree in Finance, Business, Economics, or a related field

Certified Financial Planner (CFP) designation or willingness to obtain it

Strong proficiency in financial planning software and other analytical tools

Proven ability to work both collaboratively and independently, with excellent time management skills

Preferred

Prior experience in financial advising or related financial services is a plus

Company

Consolidated Planning, Inc.

Consolidated Planning, Inc. is a financial services provider based in North Carolina.

Founded in 1981

Charlotte, North Carolina, USA

201-500 employees

http://cplanning.com

Funding

Current Stage

Growth Stage

Leadership Team

Andy Brincefield

President & CEO

Neal Brincefield

Managing Partner

Company data provided by crunchbase