Financial Advisor
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-04
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Finance & Banking
Financial Consultant, Financial Analyst
Overview
Consolidated Planning, an agency of The Guardian Life Insurance Company of America, is dedicated to addressing gaps in the financial planning industry by providing tailored, client-first solutions. With a foundation in the protection-first philosophy, the company aims to empower clients by creating personalized strategies that adapt to changing life circumstances. Headquartered in Charlotte, North Carolina, Consolidated Planning offers securities products and advisory services through its partnership with Park Avenue Securities, LLC.
The firm's mission is delivering expert financial advice today while preparing clients for a secure tomorrow.
This full-time hybrid role as a Financial Advisor is based in the Charlotte Metro area, allowing a mix of office-based and remote work. 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. Daily tasks will involve analyzing financial information, identifying client needs, recommending strategies, and communicating complex financial concepts in a simple and tailored manner.
The Financial Advisor will also stay updated on market trends, compliance regulations, and develop strategies to support overall business growth.
- 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
- Prior experience in financial advising or related financial services is a plus
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