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Multilingual Virtual Financial Consultant

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Teachers Insurance and Annuity Association of America
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 75400 - 92300 USD Yearly USD 75400.00 92300.00 YEAR
Job Description & How to Apply Below
A leading financial services organization is seeking a Virtual Financial Consultant who can provide counseling in multiple languages to clients on various financial products. The role entails educating clients on investment options and managing relationships with plan sponsors. Candidates must have 3+ years in financial consulting, obtain insurance licenses promptly, and possess strong customer service skills. This hybrid position requires at least three days in the Charlotte office per week.

Competitive salary ranging from $75,400 to $92,300 annually.
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