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Virtual Retirement Planner & Financial Guidance Expert

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Insight Global
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
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 firm is seeking a Virtual Financial Consultant (VFC) to provide personalized retirement planning and financial guidance. In this fully virtual position based in Charlotte, NC, you will help clients, primarily in higher education and healthcare, understand their retirement options and prepare for their financial future. This role demands strong communication skills and 3+ years of experience in financial services, along with active Series 7 and 63 licenses.
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