Virtual Financial Consultant
insight globalCharlotte, NC
Virtual Financial Consultant
L5
insight globalCharlotte, NC2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceOther Management Consulting ServicesAdministrative Management and General Management Consulting ServicesJOB 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 6 Series 63 and 663+ Years of Financial Services experience 1.5+ Years of advising/planning experience
Apply now
Level
SeniorL5
Location
Charlotte, NC
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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