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Client-Centric Financial Advisor Retirement Planning
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-22
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-02-22
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A leading financial services firm is seeking a Financial Consultant to engage with clients, offering personalized planning and investment strategies. This role emphasizes relationship building with an existing client base and requires relevant FINRA licenses. The company prides itself on its training programs and comprehensive rewards packages, promoting professional and personal growth. Ideal candidates should possess strong interpersonal skills and a commitment to delivering outstanding customer experiences.
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