Financial Consultant
$70k - $85kInsight Global
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 feedback, competitive salaries (ranging from $70K - 85K based on years of expeirence + great bonus structure) and lots of room for stability and growth as this is a direct hire with a reputable company.
Must Haves:
- Ability to work on a W2 basis without sponsorship
- Ability to work on site in Charlotte, NC or Frisco, TX
- Series 7
- Series 63 or 66
- 3+ Years of Financial Services experience
- 2+ Years of advising/planning experience
Job Description:
- 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 to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Charlotte, NC vacancy
- ...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
Insight Global
Charlotte, NC5 days ago - ...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...SuggestedFull timePart timeRemote workWork from home10 hours per weekDay shiftAfternoon shift
Dream Capital Financial
Charlotte, NC1 day ago $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 startInsight Global
Charlotte, NC4 days ago- ...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
Tundra Technical Solutions
Charlotte, NC8 days ago - 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....$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...
REACH Fertility PLLC
Charlotte, NC5 days ago - ...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
Carolina Neurosurgery & Spine Associates
Charlotte, NC3 days ago - ...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
Western & Southern Life
Charlotte, NC1 day ago - ...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
- 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
$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- ...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
- 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
- As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time...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...
$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’...$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$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$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...$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...
- 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...
$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
Related searches
- 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