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, Charleston , Personal & Business Financial Planner, Accounting, Auditing , Mount Pleasant, South Carolina
Click
here to apply!
|