Financial Representative
Consolidated Planning
Consolidated Planning aims to innovate financial planning by prioritizing protection and empowering clients to shape their financial future through personalized strategies. As an agency of The Guardian Life Insurance Company of America, Consolidated Planning provides comprehensive financial products and advisory services. With a single advisor and a tailored plan, the company delivers guidance for current and future financial goals. Consolidated Planning is dedicated to challenging the status quo and offering customized solutions to meet clients' unique needs. The company is based in Charlotte, NC, with offices spread throughout the Southeast, and operates with a commitment to ethical practices and client-focused service. Role Description: This is a full-time hybrid role for a Financial Representative located in Charleston, SC, with flexibility for some work from home. The Financial Representative will be responsible for supporting clients in achieving their financial goals by offering expert advice on financial planning, insurance, retirement planning, and investments. Key tasks include meeting with clients to assess their financial needs, creating personalized financial strategies, and educating clients about financial products and solutions. The role requires excellent communication, analytical skills, and the ability to build lasting professional relationships. Qualifications Bachelor's degree in Finance, Business, Economics, or related field #J-18808-Ljbffr
Vacancy posted 2 days ago
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