Personal & Business Financial Planner
2 months ago
$77,000 - $105,000
Responsibilities:- 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
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
- Valid FINRA Series 7 & 63/66 preferred but not required
- Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Consolidated Planning, Lowcountry. 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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