Consolidated Planning, Inc.
Financial Advisor
Consolidated Planning, Inc., Charlotte, North Carolina, United States, 28245
3 days ago Be among the first 25 applicants
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At Consolidated Planning, Inc., we are looking for talented people who want to take control of their career future. We offer the freedom to run your own financial services practice with the support of a Fortune 300 Company behind you. If you have the desire to be directly rewarded for your efforts, make a difference in people’s lives and be in a field that offers ongoing learning, you should explore the Financial Representative opportunity. It could be the best career decision you ever make.
To be successful in the Financial Representative Career involves many diverse skill sets. Most importantly you are a business owner and will need to develop your clientele with the training and support from our local agency and corporate offices. Four key personality traits are commonly seen in most Top Financial
Entrepreneurial Spirit: The desire to run their own business and the autonomy this provides.
Impact on Others: The belief and focus to do something greater than themselves and help clients realize their financial goals and dreams.
Work Ethic: Top Financial Representatives are self-motivated to learn and market their practice to grow a clientele particularly in the initial years.
Coachable: The ability to work with our managers and mentors to learn the financial knowledge and approaches required for success and reach a mastery level as a planner.
We are recruiting for multiple Consolidated Planning offices: Charlotte (Core office) , Raleigh, NC, Winston Salem, N.C., Greenville, S.C., Atlanta, GA, Charleston, S.C., Richmond, VA, Charlottesville, VA
Seniority level
Entry level Employment type
Full-time Job function
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Entry level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Consolidated Planning, Inc. by 2x Sign in to set job alerts for “Financial Advisor” roles.
Charlotte, NC $78,000.00-$150,000.00 2 weeks ago Charlotte, NC $80,000.00-$100,000.00 2 weeks ago Charlotte, NC $50,000.00-$75,000.00 2 weeks ago Charlotte, NC $70,000.00-$90,000.00 1 month ago Charlotte metropolitan area, NC 2 months ago Charlotte, NC $126,820.00-$149,200.00 4 days ago Financial Advisor - Endowments and Foundations
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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