Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Professional

Legendary Allen Agency

Our Mission

If you're a driven professional who knows you're capable of more, but you're feeling limited by corporate ceilings, lack of advancement opportunities, or a role that no longer challenges you, this opportunity may be worth exploring.

We're building a team of growth-minded individuals who want more than a paycheck. We are looking for people who value personal development, leadership, flexibility, and the ability to create a meaningful impact while building a business of their own.

What sets us apart is simple: we don't just offer an opportunity - we provide a system, mentorship, and a pathway for growth.

You'll have access to experienced leaders, ongoing development, proven processes, and a supportive culture that encourages both personal and professional success.

Why Professionals Choose Us
  • Mentorship from leaders who are actively invested in your growth
  • A clear path for advancement and leadership development
  • Flexibility to build your business around your life
  • Performance-based income with no artificial limits
  • A culture focused on collaboration, accountability, and continuous improvement
  • The ability to make a meaningful difference by helping families protect their financial future
  • Access to technology, resources, and support designed to help you succeed
What You'll Do
  • Identify client needs and recommend personalized protection and financial solutions
  • Build and maintain long-term client relationships through trust and service
  • Develop new business through referrals, networking, and company-supported lead programs
  • Educate clients on available coverage options and financial protection strategies
  • Guide prospects through the decision-making process with confidence and professionalism
  • Stay informed on industry trends, products, and best practices
  • Operate independently while benefiting from a collaborative team environment
What Makes This Opportunity Different?

Many organizations recruit agents. Few invest in helping them become leaders.

Our focus is not simply on production. We are committed to helping individuals develop the skills, confidence, and business acumen necessary to create lasting success.

Whether your goal is supplemental income, a full-time career, or building a team of your own, you'll have access to a proven framework and a community that supports your growth every step of the way.

Who We're Looking For
  • Licensed professionals or individuals willing to obtain a license
  • Strong communicators who enjoy helping others
  • Self-motivated individuals who value personal accountability
  • Professionals comfortable with technology and virtual communication
  • Individuals with an entrepreneurial mindset
  • People seeking growth, flexibility, and long-term opportunity
If You're Ready...

If you're looking for a place where your growth matters, your effort is rewarded, and your potential is not limited by someone else's expectations, we'd welcome the opportunity to connect and learn more about your goals.

#J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Services Professional in Charlotte, NC vacancy
  • $50k - $80k

     ...Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Bankers Life

    Charlotte, NC
    4 days ago
  •  ...interest in helping people navigate important financial decisions.Key Responsibilities and...  ...of the financial needs and professional realities of physicians, professors and...  ...promotional messaging.Experience in financial services, wealth management, retirement, investments... 
    Suggested
    Full time
    Work at office

    Teachers Insurance and Annuity Association

    Charlotte, NC
    7 hours ago
  •  ...Sales Professionals Wanted – No Capped Income | Warm Leads | 100% Remote Available If you're driven, coachable, and ready to take...  ...this could be the opportunity you've been looking for. The financial services industry is experiencing unprecedented demand. Millions of... 
    Suggested
    Remote work
    Flexible hours

    LinkedIn

    Charlotte, NC
    4 days ago
  •  ...New York Life Insurance Company Position Overview As a Financial Professional with New York Life, you will help individuals, families,...  ...through networking and community involvement. Provide ongoing service and annual reviews to clients. Maintain compliance with... 
    Suggested
    Flexible hours

    New York Life Insurance

    Charlotte, NC
    17 days ago
  • $117.94k - $196.52k

     ...ll find the ingredients you need at LPL Financial to shape your success while helping...  ...approximately 1,100 financial institutions, servicing and custodying approximately $2.3...  ...favorable industry reputation among financial professionals. To understand who we are, it’s... 
    Suggested
    Work at office
    Work from home

    Jobleads-US

    Charlotte, NC
    5 days ago
  • $50k - $80k

     ...Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around... 
    Work at office
    Flexible hours

    Bankers Life

    Charlotte, NC
    22 days ago
  • Charlotte, North Carolina, United States About the job REMOTE - Entry-Level - Financial Professional We are a financial services staffing company now hiring for opportunities with Global Financial Impact (GFI) . Thank you for your interest in becoming a financial professional... 
    Remote job
    Full time
    Part time
    For contractors
    Immediate start

    GFI Pros

    Charlotte, NC
    2 days ago
  •  ...Tryon Advisors is a leading municipal financial advisory practice offering independent...  ...financing solutions. First Tryon employs 33 professionals across its primary offices in Charlotte...  ...success working in financial advisory services Industry specific training focused... 
    Full time
    Summer work
    Internship
    Summer internship
    Local area

    First Tryon Advisors

    Charlotte, NC
    7 hours ago
  •  ...Accounting Accuracy | Close Discipline | Financial Controls Location: Charlotte, NC (...  ...to join a growing financial services organization headquartered in Charlotte...  ...opportunity for a hands-on accounting professional to play a key role in establishing and... 
    Full time
    Monday to Friday

    Confidential

    Charlotte, NC
    7 hours ago
  • $65 - $75 per hour

     ...opportunity is available for an accomplished accounting professional to support complex financial reporting, accounting operations, and policy-related...  ...accounting, accounting policy, or SEC reporting. Financial services or banking industry experience. Knowledge of... 
    Permanent employment
    Contract work
    Monday to Friday

    Interactive Resources - iR

    Charlotte, NC
    2 days ago
  •  ...staff you will be responsible for a variety of accounting, financial and operational services including, but not limited to, maintaining financial...  ...written communication skills. Ability to interact professionally with employees, Board members and community members, always... 
    Full time
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    Afternoon shift

    Jewish Federation of Greater Charlotte

    Charlotte, NC
    1 day ago
  •  ...Accountant with strong corporate accounting, technical accounting, and financial reporting expertise. The role involves managing complex...  ...analytical, and multitasking skills. Preferred: Banking/financial services experience, SEC reporting, and CPA certification.... 

    Qualified Recruiter, LLC

    Charlotte, NC
    2 days ago
  • $40 per hour

     ...Opportunity Tatum by Randstad is partnering with a high-growth financial services firm based in Charlotte to help build out their internal...  ...for company management Qualifications ~3+ years' of professional accounting experience ~ Bachelor's degree in Accounting,... 
    Contract work
    Temporary work
    Interim role
    Monday to Friday

    Tatum by Randstad

    Charlotte, NC
    3 days ago
  • $75 per hour

     ...Our client, a diversified financial services company providing banking and investing services, is seeking a Accountant Principal for a 7...  ...and mid-level accounting staff in the development of their professional skills. Researches the impacts of new accounting standards... 
    Contract work

    Corps Team

    Charlotte, NC
    2 days ago
  •  ...Description Join Ardent Financial as an Entry-Level Financial Professional, where your career is a journey of growth, autonomy, and impact. At Ardent...  ...regulatory changes to provide up-to-date advice and services. • Utilize our robust platform to manage client portfolios... 
    Remote work
    Flexible hours

    Ardent Financial

    Charlotte, NC
    1 day ago
  • $86.36k - $101.6k

     ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...One.Job DescriptionThe Corporate Audit Services Senior Auditor is primarily responsible...  ...databases, and presentationsApplicable professional certifications preferred*This role... 
    Work at office
    Local area
    3 days per week

    US Bank

    Charlotte, NC
    4 days ago
  •  ...Corporate Audit Services Senior Auditor At U.S. Bank, we're on a journey to do our...  ...businesses we serve to make better and smarter financial decisions and enabling the communities...  .... CIA, CPA or other relevant professional designation or advanced degree. Excellent... 
    Temporary work
    Work experience placement

    Phenom People

    Charlotte, NC
    1 day ago
  •  ...the sale of mortgage loan products and services, uses consultative sales skills in support...  ...large part, are to be sourced through professional relationships (example: realtors,...  ...managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching... 
    Work at office
    Remote work

    City National Bank

    Charlotte, NC
    4 days ago
  • Company DescriptionAbout Client:They are into Finance and Banking domain!! They render financial services and they have made a huge mark in that area. It is a good place to work!!Job DescriptionJob Title: AnalystJob Location: Charlotte, NCSalary: Best SalaryJob Description... 

    Roljobs Technology Services

    Charlotte, NC
    7 hours ago
  •  ...currently seeking a Tax Senior Associate to join our Business Tax Services practice. Responsibilities:Provide tax compliance and...  ...experienceBuild and manage client relationshipsManage teams of tax professionals and assistants working on client projectsAdvise clients and... 
    Local area

    KPMG

    Charlotte, NC
    2 days ago
  •  ...ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and service Provide both teller and platform support as needed to keep client wait...  ...service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing... 
    Full time
    Work at office

    First Horizon Bank

    Belmont, NC
    1 day ago
  • $94.88k - $151.8k

     ....Provide IT subject matter expertise, audit knowledge, and professional judgment to assess a broad range of business processes, risks...  ...tools and techniquesExperience in the insurance or financial services industryOther related certifications (PMP, GSNA, CRISC, CCSP... 
    Work experience placement
    3 days per week

    Lincoln Financial Group

    Charlotte, NC
    7 hours ago
  •  ...a Management and Operations Consulting Services Firm focusing on providing value to clients...  ...together the talents of nearly 190 professionals nationally to complete a wide variety of...  ..., Pharmaceuticals, Banking & Financial Services, Transportation, and Federal/State... 
    Full time
    Contract work
    H1b
    Work at office

    Prosidian Consultng

    Charlotte, NC
    2 days ago
  • $27 - $41 per hour

     ...as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations...  ...customers to achieve positive financial outcomes while supporting Intuit’s mission...  ...resources such as government websites, professional tools, and team expertise to deliver accurate... 
    Work at office
    Local area
    Monday to Friday

    Intuit

    Charlotte, NC
    18 days ago
  •  ...been focused on securing futures with financial guidance and products. Our representatives...  ...representatives are "hometown" professionals who manage their own branch offices and...  ...provide them information about the financial services their families could utilize Networking... 
    Work at office
    Local area

    Modern Woodmen of America

    Charlotte, NC
    1 day ago
  •  ...accuracy of the Company's consolidated financial reporting across a multi-entity, private...  ..., partnering with IT and Shared Services on system enhancements Technical Accounting...  ..., performance management, and professional development Partner with FP&A on reporting... 
    Full time

    CAROLINA PRG

    Charlotte, NC
    1 day ago
  •  ...Certified Public Accounting firm that provides a range of tax, financial and accounting services to small and medium size business and their owners. We...  ...technology and AI. Our goal is not to replace good tax professionals with technology. It is to take as much of the... 
    Full time
    Work at office
    Remote work

    Ryan, Geer, Field & Rhodes PLLC

    Matthews, NC
    7 hours ago
  • $75k - $125k

     ...Financial Advisor/Planner About the Job Are you a caring and energetic individual with...  ...to detail that loves customer service and creating a “wow” factor in the financial...  ...client needs, respond in a prompt and professional fashion on behalf of team members through... 
    Full time
    Work at office
    Monday to Friday

    TruNorth Advisors

    Charlotte, NC
    3 days ago
  •  ...FINANCIAL REPRESENTATIVE WITH FORTUNE 500 COMPANY Get More Out of Your Career Seeking...  ...? Transform your life – personally, professionally, and financially - while making a meaningful...  ...Many find their calling in financial services after working in other fields. You... 
    Full time
    Immediate start

    Northwestern Mutual

    Charlotte, NC
    2 days ago
  •  ...apply today! ***this must sit in Charlotte, NC*** Job Title: Financial Data/Operations Analyst Location: Charlotte, NC (3x/week...  ...player with a strong focus on relationship building and client service High attention to detail with a focus on accuracy and... 
    Contract work
    Work at office

    Insight Global

    Charlotte, NC
    7 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Professional. Be the first to apply!