Hybrid Financial Advisor in Raleigh - Build Client-Centric Plans
Consolidated Planning, Inc.
Consolidated Planning, Inc. in Raleigh, NC is seeking a Financial Representative/Advisor to build comprehensive client plans covering insurance, investments, and retirement. This full-time hybrid role involves meeting clients, gathering financial data, presenting recommendations, and implementing strategies in collaboration with internal teams. The advisor educates clients on financial concepts, monitors progress, and adjusts plans as life events and market conditions change. #J-18808-Ljbffr Consolidated Planning, Inc.
Vacancy posted 2 days ago
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