insight globalCharlotte, NC
Virtual Financial Consultant
Virtual Financial Consultant
Virtual Financial Consultant
insight globalCharlotte, NC
3 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceOther Management Consulting ServicesAdministrative Management and General Management Consulting Services
Apply for this role →JOB DESCRIPTION:
The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the client's products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.
REQUIRED SKILLS AND EXPERIENCE:
Series 7 or Series 6Series 63 and 663+ Years of Financial Services experience1.5+ Years of advising/planning experience
Also on the board Same function, level within a rung
Level
Senior
Location
Charlotte, NC
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago