Remote Retirement Planning Consultant

Insight Global

A leading financial consulting firm is seeking a Virtual Financial Consultant in Charlotte, NC. In this client-facing role, you will partner with participants to provide personalized retirement planning and financial guidance through virtual interactions. Your responsibilities include conducting approximately 30 client meetings per week and ensuring high-quality client experiences. The ideal candidate has over 3 years of financial services experience and is committed to helping clients achieve their retirement goals. #J-18808-Ljbffr

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Vacancy posted 1 day ago

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