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Financial Consultant

Client-Facing Retirement Education Specialist

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Vanguard
Full Time position
Listed on 2026-02-22
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services company seeks an experienced professional for a role centering on impactful retirement education and client engagement. The ideal candidate will have a strong background in financial services with excellent presentation and communication skills. Responsibilities include delivering engaging investment meetings, assessing client needs, and driving improvements in service delivery. This position requires significant domestic travel and a thorough understanding of retirement plans.

A degree and relevant certifications are preferred.
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