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Financial Consultant Financial Advisor

Multilingual Retirement Planning Advisor

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Teachers Insurance and Annuity Association of America
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A financial services organization in Charlotte, NC is seeking an Individual Financial Consultant. This role provides retirement education and investment advice to clients, guiding them through the process of opening accounts and managing financial opportunities. Key responsibilities include client management, advice on retirement products, and ensuring a seamless client experience. Ideal candidates should possess strong communication skills with a university degree preferred but no prior experience required.

Competitive salary with potential performance incentives.
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