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Hybrid Financial Advisor - Client-First Planning

Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Consolidated Planning, Inc.
Full Time, Remote/Work from Home position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Banking & Finance
Job Description & How to Apply Below
Position: Hybrid Financial Advisor - Client-First Planning & Growth
A financial services agency is seeking a Financial Advisor in Charlotte, NC. This full-time hybrid role involves building client relationships, designing personalized financial plans, and helping clients meet their long-term financial goals. Candidates should possess strong financial planning and investment management skills, a relevant bachelor’s degree, and ideally, a CFP designation. The position offers a unique mix of office and remote work opportunities to adapt to client needs while providing expert financial advice.
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