Financial Consultant Job at Insight Global, Charlotte, NC

bkVOZXlwaWVYQ1c3ZzdnZktUaDBGNlhR
  • Insight Global
  • Charlotte, NC

Job Description

Insight Global is seeking a Financial Consultant to support a Banking Client ! This opportunity is based out of Charlotte, NC , and will be on site 3x a week. Additionally, this opportunity offers quick one and done interviews, competitive rates (ranging from $70K-85K based off of years of experience) and there is lots of stability and room for growth, as this is a direct hire opportunity with a a reputable company.

Let me know if this is something you would be interested in hearing more about and I would be happy to tell you more about the position!

Must Haves:

  • 5+ Years of Financial Services experience
  • Series 7 License
  • Series 63 License

Preferred Skills:

  • Life and Health Insurance License (Resident State)
  • Experience in retirement planning, wealth management, or financial consulting

Job Description:

  • The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports the clients Retirement Solutions business and offers long-term career growth into Wealth Advisory, Retirement Income Consulting, and Asset Management. This is a highly visible, client-facing role focused on helping participants understand where they stand today and how to successfully prepare for retirement.

Responsibilities:

  • Provide virtual retirement planning and financial guidance to participants via Zoom and phone
  • Conduct approximately 30 client meetings per week supporting retirement readiness, rollovers, and income planning
  • Deliver high-quality client experiences aligned with the clients values, culture, and service standards
  • Support participants in understanding retirement goals and pathways to successful retirement outcomes
  • Maintain accurate documentation and complete administrative responsibilities related to client engagement
  • Collaborate with regional teams supporting participants across assigned geographic territories

Job Tags

Similar Jobs

CEDENT

SAP CX Consultant (Remote) Job at CEDENT

 ...SAP CX (Customer experience) Consultant Responsibilities: Act as the primary consultant and trusted advisor for clients implementing SAP CX solutions with an emphasis on SAP Sales Cloud Service Cloud and Marketing Cloud. Facilitate client conversations to assess... 

PREMIER SURGICAL CENTER AT SHAVANO

Registered Nurse- Circulator Job at PREMIER SURGICAL CENTER AT SHAVANO

 ...Registered Nurse - Circulator Department: Clinical FLSA Status: Hourly/Non-Exempt Reports To: Clinical Manager Position Summary Promotes and restores patients health by completing the nursing process; collaborating with physicians and multidisciplinary team... 

Giannotti and Associates LLC

Medical Sales Specialist | Entry Level | $65,000-$90,000 | Hiring Immediately Job at Giannotti and Associates LLC

 ...Entry Level Medical Sales Specialist Alpharetta, GA Giannotti & Associates is expanding in the Alpharetta market and is seeking driven, competitive individuals who are ready to build a long-term career in medical sales and health coverage consulting. This is... 

Confidential

A-level Economics Teacher Job at Confidential

A-level Economics Teacher School Type: Bilingual school, Xian Established: 2019 Current Enrollment: Around 550 students High School Program: UK A-level pathway Start Date: ASAP/Aug 2026Student agedPrimary-High school Responsibilities: - Teach A-level Economics... 

Confidential

Medical Device Assembler Job at Confidential

Job Title: Assembler Medical Device Manufacturing (Temecula) Job Description This role is responsible for producing high-quality cardiovascular medical devices within a team-based manufacturing cell. You will perform detailed assembly and operate various equipment...