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Financial Consultant Financial Advisor

Hybrid Financial Planner - Insurance & Investments

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: New York Life Insurance Company
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading insurance and financial services firm in Charlotte, NC is seeking a Financial Professional to assist clients in developing personalized financial strategies. This full-time hybrid role involves building and maintaining relationships with clients, analyzing financial plans, and providing tailored advice on investments and retirement solutions. Ideal candidates possess strong communication, analytical, and organizational skills, along with a background in finance or related fields.

Licensure is preferred, along with a commitment to continuous professional growth.
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