Independent Financial Advisor

Overview

Consortium Private Wealth, LLC employs a holistic planning approach to support both individuals and businesses in achieving their financial goals. By considering all aspects of clients’ lives, Consortium ensures proactive solutions tailored to their unique needs. With a team of dedicated experts operating within an open architecture framework, the firm provides customized financial plans and strategies, addressing all critical areas of the financial landscape.

Consortium is committed to delivering comprehensive and personalized financial guidance for long-term success.

This is a full-time role for an Independent Financial Advisor based in the Mobile Metropolitan Area with a hybrid work arrangement, allowing for a combination of office-based and remote work. The Financial Advisor will collaborate directly with clients to develop tailored financial strategies, including retirement planning, investment management, and holistic financial guidance. Core responsibilities include analyzing clients’ financial needs, crafting custom recommendations, monitoring financial plans, and maintaining relationships to ensure long-term financial security.

• Strong expertise in Financial Planning and Retirement Planning
• In-depth knowledge of Finance and Investments
• Proven experience in Financial Advisory services
• Exceptional interpersonal and communication skills to build trust with clients
• Ability to work both independently and collaboratively in a hybrid work environment
• Bachelor’s degree in Finance, Economics, Accounting, or a related field preferred
• CFP (Certified Financial Planner) or similar certifications are a plus