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    Entry-Level Financial Advisor - Charleston, United States - Consolidated Planning Lowcountry

    Consolidated Planning Lowcountry
    Consolidated Planning Lowcountry Charleston, United States

    2 weeks ago

    Default job background
    Description

    Financial Planner/Financial Advisor/Financial Representative

    We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today

    Compensation:

    $77,000 - $105,000

    Responsibilities:
    • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
    • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
    • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
    • Be a coachable, organized team member interested in pursuing training development and educational opportunities
    • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
    Qualifications:
    • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
    • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
    • A required Bachelor's degree in business administration, finance, or similarly related field
    • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
    • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
    About Company

    Consolidated Planning, Inc. challenges the status quo of the financial planning industry by implementing a protection-first philosophy. Based in Charleston, South Carolina Metropolitan Area, we provide a personalized approach to our clients' financial planning needs, with one advisor and one plan to grow with them. Our goal is to empower clients to take control of their financial future and provide advice for today and planning for tomorrow.

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