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
- ...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
$70k - $85k
...Insight Global is seeking multiple Virtual Financial Consultants to support a Financial Client ! These opportunities are based out of Charlotte, NC or Frisco, TX , and will be on site 3x a week . Additionally, this opportunity offers quick interviews with quick...SuggestedImmediate start- ...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...Suggested
- ...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
- ...not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing...SuggestedWork at office
- 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...Work 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....- ...About the Opportunity A leading financial services organization is hiring a Virtual Financial Consultant to deliver high-impact financial advice to retirement plan participants and institutional clients. This is a client-facing, advice-driven role where you will help...Hourly payTemporary workWork at office
$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- ...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
- ...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...
- ...natural desire to support the meaningful work of community oncologists and the patients we serve. Job Description: Job Title: Financial Counselor Department: Revenue Cycle Management Location: Carolina Oncology Specialists Reports To: Certification/...Work at office
- ...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
$77k - $202k
...Applicable Time Type: Full time Travel Requirements: Up to 60% At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and...Full timeH1b$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...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
$55k - $75k
Overview 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...Local areaMonday to Friday- 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 job creates high quality, accurate, and...Work experience placementShift work
- Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With competitive...Work at officeRemote workRelocationMonday to Friday
- ...community, build a legacy for yourself and your clients, and find the independence and flexibility you value without being alone? As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose,...Contract workFor contractorsWork at office
$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- 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
$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...- 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
$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
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$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...- 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...
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
- oracle financial functional consultant 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


