Financial Services Consultant

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 individuals make confident decisions about retirement, investments, and long-term financial planning.

This is a hybrid role based in Charlotte, North Carolina, combining virtual client engagement with in-office collaboration as needed. If you are a licensed advisor who thrives in consultative conversations and want strong brand backing, steady client flow, and long-term career growth, this is a compelling opportunity.

Must Have Qualifications

• Active Series 6, 63, and/or 66

• Ability to obtain Life and Health Insurance license within 120 days

• Ability to obtain Series 7 license within 120 days (If not already active)

• 3+ years of experience in financial services or wealth management

• Experience providing retirement or investment advice directly to clients

Plusses

• 4+ years of advisory experience

• Experience working with 403b, 401k, or pension plans

• CFP or working toward advanced planning credentials

• Experience supporting institutional clients or plan sponsors

• Strong knowledge of tax-aware investment strategies

Key Responsibilities

• Advise retirement plan participants on pensions, annuities, IRAs, 403b plans, 529 plans, mutual funds, insurance, and related investment solutions

• Conduct virtual consultations via phone and video to support both short- and long-term financial goals

• Recommend strategies and facilitate product implementation

• Execute transactions and service requests while delivering a high-level client experience

• Partner internally across business lines to deliver comprehensive solutions

• Build and maintain relationships with institutional plan sponsors

Comp and Structure

• Structured training program at the start of employment

• Hourly during training, then transitions to salaried once fully client-facing

• All required licenses must be obtained within 120 days

*We may use artificial intelligence tools to help our recruiters screen and assess talent. These tools do not replace human decision-making in the hiring process*