Financial Advisor
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-15
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Finance & Banking
Financial Consultant, Financial Analyst, Corporate Finance, Financial Advisor
Consolidated Planning, Inc.
Consolidated Planning, Inc. in Charlotte, NC (with additional locations in the Southeast) challenges the status quo of the financial planning industry by implementing a protection-first philosophy. The company aims to empower individuals to take control of their financial narrative with personalized plans for growth and security.
Role DescriptionThis is a full-time hybrid role for a Financial Advisor at Consolidated Planning, Inc. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services. While the role is primarily located in North or South Carolina, there is flexibility for some remote work. Consolidated Planning provides complete training and support for new Advisors. Experience in the financial industry is not necessarily needed.
Qualifications- Excellent communication and interpersonal abilities
- Financial Planning, Retirement Planning, and Financial Advisory skills are helpful
- Strong analytical and problem‑solving skills
- Career changers are encouraged to explore this position
- Ability to work independently and collaboratively
Entry level
Employment typeFull‑time
Job functionFinance and Sales
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