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Financial Advisor: Risk & Wealth Planner

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Western & Southern Life
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
Western & Southern Life is seeking a Financial Representative in Charlotte, North Carolina. This role involves educating middle-income clients on financial solutions, assessing their needs, and providing ethical services. Responsibilities include developing marketing plans, securing appointments, and fostering community relationships. The ideal candidate will have a High School Diploma (Bachelor's preferred), strong interpersonal skills, and a proven work ethic. This position requires reliable transportation and a life and health license within 30 days of hire.
We would love to welcome a new Financial Advisor:
Risk & Wealth Planner to our group in Charlotte, NC, United States. The advertised compensation is 45.000 - 65.000. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above. Learn more about the Financial Advisor:
Risk & Wealth Planner role in the description above.
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