Accounting & Finance

Remote Retirement Planning Consultant

Insight Global

Workfromhome · Nationwide · United States

A leading financial consulting firm is seeking a Virtual Financial Consultant in Charlotte, NC. In this client-facing role, you will partner with participants to provide personalized retirement planning and financial guidance through virtual interactions. Your responsibilities include conducting approximately 30 client meetings per week and ensuring high-quality client experiences. The ideal candidate has over 3 years of financial services experience and is committed to helping clients achieve their retirement goals. #J-18808-Ljbffr

Reference: WJ-2926_4463980

Apply now

Continue on the employer's official application - the same link they use for every candidate.

More jobs

Find more on GigBlows

This role is listed on GigBlows for discovery and search. Hiring decisions and applications are handled by the employer or their chosen application system.