Personal & Business Financial Planner

Company: Consolidated Planning Lowcountry
Location: Mount Pleasant
Posted on: October 18, 2024

Job Description:

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!

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


Qualifications:

--- 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


About Company:
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.

Keywords: Consolidated Planning Lowcountry, Mount Pleasant , Personal & Business Financial Planner, Accounting, Auditing , Mount Pleasant, South Carolina