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Financial Representative
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-02-06
Listing for:
Consolidated Planning, Inc.
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Overview
Consolidated Planning was founded to address the frustrations with the financial planning industry and its shortcomings in delivering real solutions. Our approach involves a team of advisors and one comprehensive plan to grow with you, regardless of what your future holds. We provide advice for today and planning for tomorrow.
Role DescriptionThis is a full-time hybrid role for a Financial Advisor based in the Atlanta Metropolitan Area. The Financial Advisor will be responsible for providing financial planning services, managing client investments, assisting with retirement planning, and offering financial advice. Day-to-day tasks include meeting with clients, analyzing financial data, developing financial plans, delivering world-class service..
Qualifications- 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
- Relevant certifications such as SIE, Series 7 & 66 are preferred
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