Retirement Advisor; Series Licensed
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-07-09
Listing for:
Insight Global
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Insight Global is seeking a Retirement Income Consultant in Charlotte, North Carolina. This role involves directly working with clients to recommend and implement diverse retirement income solutions tailored to their needs. The position supports clients with a comprehensive suite of advice and education tools.
Qualified candidates should have 2+ years of client-facing experience and 3+ years in the financial services sector, along with necessary licenses like Series 7 and a Bachelor's Degree.
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