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Financial Consultant

Wealth Planning Consultant - Hybrid, Client-Focused

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: The Fidelity
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Charlotte, North Carolina seeks an Investment Consultant to develop customized financial plans. This role involves engaging with existing clients, providing investment solutions, and growing relationships through proactive outreach. Candidates should possess Series 7 & 63 licenses and the ability to acquire additional certifications. The position operates on a hybrid model, requiring in-person attendance at the assigned branch office every other week.

Competitive compensation and training support are provided.
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