Financial Consultant
Dream Capital Financial
Charlotte, North Carolina, United States The Opportunity This businessopportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quickleadership advancement andgrow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients. We are looking for someone who wants: Remote Work from Home To Work With People Ownership of a Business Control of Their Time Commission, Residual, and Passive Income A Career in the Financial Sector Mentorship and Personal Development Our Services We offer a wide range of financial services, including: Personal Finance Retirement Solutions Long Term Care Small Business ProtectionPlans 401K and IRA Rollovers Life Insurance Planning College Planning And more. First 30 Days &Training Program You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transitionfrom a W2 intoowning their own business on our platformover time. Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule. In your first 30 days, you will complete ourtraining program whichincludes: Acquiring Your Life and Health License Attending Virtual Trainings and Completing Field Trainings Marketing and Growing the Foundation to Your Business Developing Lead Systems and Creating a Business Plans Identifying First Clients and Business Partners You will be assigned multiple mentors to guide you along your journey as you grow more and more independent. Virtual Live Weekly Training Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business. Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month. Who Are We Looking For? Someone With.. Legality, Ethics, and Morality Interest inFinance, Money,&Investments Leadership Skills /Wanting Growth Great People Skills and Public Speaking Customer Service (Client Relations) Requirements USA Citizen with Valid Social Security Number At Least 18 Years of Age High Level of Integrity and Moral Compass ****Able to Complete Licensing in 30 Days**** #J-18808-Ljbffr
- ...Job Description The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAA’s Retirement...Suggested
$80k - $85k
...The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the client's products and services. This job covers institutions aligned...SuggestedImmediate start- ...About the Opportunity Working with a leading financial services client to hire multiple Financial Consultants to join their growing team. This is an excellent opportunity for financial services professionals who are passionate about helping clients navigate retirement...Suggested
- Individual Financial Consultant Multi-lingual The Individual Financial Consultant (IFC) provides retirement education and advice to the organization’s clients and prospects. This job helps individuals navigate and, where appropriate, provides advice related to qualified...SuggestedWork experience placement
$60k - $90k
A leading financial services organization is looking for an Internal Advisor Consultant in Charlotte, North Carolina. This role involves building strategic partnerships with financial advisors, maintaining client relationships, and driving sales in a defined territory....Suggested$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US Get AI-powered advice on this job and more exclusive features...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US Our vision for the future is based on the idea that transforming...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- ...ESSENTIAL FUNCTIONS Present and discuss with patients all financial aspects available. Demonstrate a thorough knowledge and understanding of patient billing and collection policies and procedures, explaining account payment and settlement processes. Prepare estimates for...
- ...Description Carolina Neurosurgery and Spine Associates is seeking a Full-Time Financial Counselor for our Charlotte office. About Us Carolina NeuroSurgery & Spine Associates (CNSA), established in 1940, is one of the largest and most highly respected neurosurgical private...Daily paidFull timePrivate practiceWork at officeMonday to Friday
- ...Technologies Inc. ( is a market leader and one of the fastest growing IT consulting firms with operations in US, Canada, Mexico & India. SAT is an... ...Certified enterprise. Job Description Title: Oracle EBS R12 Financials Consultant Rate: DOE Job Summary 10+ years of experience is...Local area
- ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them... ...and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and investment...Work at officeLocal area
$22.28 - $37.14 per hour
Role, Inc. in Charlotte, NC is looking for an Associate Financial Advisor to join their team. This role involves extensive training to prepare for FINRA licensing, along with responsibilities that include client relationship management and financial planning. Candidates...$55k - $75k
Navy Federal Credit Union in Matthews, NC is seeking a financial consultant to provide basic financial consulting services to members. This role involves establishing and nurturing relationships, conducting seminars, and offering investment advice to clients. The ideal...$55k - $75k
To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment...Local areaMonday to Friday$55k - $75k
Navy Federal is seeking a financial consultant to provide personalized financial services and help clients achieve their goals. The role includes conducting seminars, managing client accounts, and ensuring compliance with regulations. Applicants should have a Bachelor’...$65k - $80k
Responsibilities Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals from existing clients....Work experience placementWorldwide$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office- A financial services firm in Charlotte is seeking a driven individual to become a financial advisor. This role allows you to help clients achieve their goals through tailored financial planning and offers uncapped earning potential based on performance. Successful candidates...
- A financial services firm is looking for a motivated Financial Advisor in Charlotte, NC. The role offers comprehensive training and support to help you build a successful career. Responsibilities include analyzing client financial information, maintaining a client base,...Flexible hours
- ...of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term... ...success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Shift workDay shift
- Senior Sourcer at Thrivent**Join our Team of Talented Financial Advisors who Engage in Meaningful Work and Thrive in a Purpose Driven Culture Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of...
- ...candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location: CHARLOTTE As a Financial Representative, you will work with current and prospective...
$74.3k - $90k
Financial Planner The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client-facing associates. This role creates high‑quality, accurate, and...Work experience placementShift work$65k - $80.2k
...'s unique situation. Basic Qualifications Bachelor's degree, or equivalent work experience Three to five years of experience in a financial sales position, preferably working with the affluent client segment FINRA Series 7, 63, 65 or 66 license, and applicable state insurance...Temporary workWork experience placementLocal area$61k - $250k
A leading financial services company in Charlotte seeks a dedicated Financial Advisor. This role involves building client relationships, creating personalized financial plans, and managing client financial goals. Candidates should have a bachelor's degree and strong communication...- Financial Advisor - Brokerage Group - Mooresville/Charlotte, NC page is loaded## Financial Advisor - Brokerage Group - Mooresville/Charlotte, NClocations: Charlotte, NCtime type: Full timeposted on: Posted Todayjob requisition id: 2026-00792## Primary Office Location:35...Work at office
- Position Details Position Type/Duration of Assignment: 12 month CTH Must have an active Series 7 License A minimum of one year of brokerage client support experience Phone-based client interaction experience, as Case Advisors will communicate directly with clients regarding...For contractorsWork at officeWork from home
- ...services. Make suitable investment recommendations to clients based on knowledge of individual client goals, objectives and current financial standing. Provide timely execution of both buy and sell orders. Properly process check deposits and security deposits in a...Local area
- ...where changing and impacting someone else’s life for the better is also life‑changing for you - personally, professionally, and financially. Financial Planning with Northwestern Mutual Are you looking for more fulfillment from your career? Are you experiencing some career...Work experience placement
- Northwestern Mutual in Charlotte, North Carolina is seeking individuals for a fulfilling career in financial planning. Candidates will provide clients with tailored financial plans and support to achieve their financial goals. With in-depth training and a strong support...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- strategic finance associate Charlotte, NC
- associate leveraged finance Charlotte, NC
- oracle cloud financials consultant Charlotte, NC
- associate corporate finance Charlotte, NC
- financial planner Charlotte, NC
- junior oracle financial functional consultant Charlotte, NC
- international financial advisor Charlotte, NC
- estate planning consultant Charlotte, NC
- financial counselor Charlotte, NC
- senior wealth advisor Charlotte, NC


