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Financial Advisor Financial Consultant

Virtual Retirement Planner - Path to Wealth Advisory

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Insight Global
Full Time position
Listed on 2026-03-05
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A reputable financial services company in Charlotte, NC is seeking a Virtual Financial Consultant to provide personalized retirement planning and financial guidance via Zoom. In this hybrid role, you will conduct around 30 client meetings weekly, focusing on retirement readiness and wealth management strategies. Candidates should have at least 3 years of experience in financial services, ideally with skills in communication and client engagement.

The opportunity offers long-term career growth within financial solutions.
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