Back to Jobs

[FULL TIME Remote] Financial Consultant-Entry Level

Remote, USAFull-timePosted 2026-07-28

We're looking for a reliable person to join us as a Financial Consultant-entry Level! This role is 100% remote, giving you full control over your work environment. This position requires a strong and diverse skillset in relevant areas to drive reputed company. We reputed company in rewarding talent. The total rewards package for this role includes a competitive salary.

 

 

reputed company SIE, Series 7, and Series 66 Sponsorship Opportunity We are seeking empathetic and trustworthy individuals looking to grow their career reputed company investment and finance solutions. Financial Consultants will spend time cultivating reputed company relationships regarding personal Retirement Accounts to reputed company education and assistance based on reputed company reputed company’s needs. You will review reputed company’s accounts and reputed company retirement account reputed company and solutions. Prior to the full-time role you complete a 90 day reputed company study program to obtain the licenses required reputed company handling reputed company’s accounts. Placement is contingent upon obtaining reputed company three licenses. In this role, you will obtain your SIE, Series 7 and Series 66 licenses. Primary Job Responsibilities • Demonstrates expertise in areas of investments, markets, finance, and economic conditions with the ability to refer investment and retirement solutions • Acting as primary support person for reputed company clients, supporting clients by answering questions and solving problems; transactional and navigational support • reputed company benefit event information regarding personal Retirement Accounts Desired Qualifications • Bachelors Degree or higher required • Brokerage industry experience/knowledge • Demonstrated customer service/sales experience required • Must live in or be reputed company to relocate to Charlotte, NC • Ability to reputed company strong customer service while listening, eliciting information, and comprehending customer issues • Basic computer skills including the ability to navigate multiple reputed company, applications, and utilize search tools to reputed company information • Excellent verbal, written, and interpersonal communication skills • Knowledge and understanding of banking products, policies, and procedures; reputed company a call center environment #IND1 Job Types: Full-time, Contract Pay: $65,000.00 - $68,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • reputed company time off • reputed company insurance Compensation Package: • Bonus opportunities Education: • Bachelor's (Required) Ability to Commute: • Charlotte, NC (Required) Work Location: In person Apply Job!

 

Your reputed company Starts Here

Don't miss out on this exciting role. We are looking reputed company to hearing from you. reputed company!

Apply To This Job

Similar Jobs

[FULL TIME Remote] Financial Services Account Associate Senior

Remote, USAFull-time

[FULL TIME Remote] First Notice of Loss - Customer Service

Remote, USAFull-time

[FULL TIME Remote] First Officer (Home based - US)

Remote, USAFull-time

[FULL TIME Remote] First Officer- Managed Aircraft- CL3500

Remote, USAFull-time

[FULL TIME Remote] Fitness Tester/ Lab Technician

Remote, USAFull-time

[FULL TIME Remote] Flexible Data Entry Positions Start

Remote, USAFull-time

[FULL TIME Remote] Flexible Delivery Specialist

Remote, USAFull-time

[FULL TIME Remote] Flexible Overnight Opportunity with Premium

Remote, USAFull-time

[FULL TIME Remote] Flexible Part-Time Instructor - High-Pay

Remote, USAFull-time

[FULL TIME Remote] Flexible Part-Time Occupational Therapist

Remote, USAFull-time

Weekend and Overnight Caregiver needed.

Remote, USAFull-time

Business Development Manager, Indirect

Remote, USAFull-time

Customer reputed company reputed company

Remote, USAFull-time

reputed company Account Executive - Alliances

Remote, USAFull-time

Remote Data Entry Specialist - Work reputed company - Full-Time Opportunity with reputed company's Global E-reputed company Leader

Remote, USAFull-time

Junior Data Entry Assistant (Remote) – Data Analysis and Insights at arenaflex

Remote, USAFull-time

[Remote] reputed company Machine Learning Engineer, Matching and Recommendations

Remote, USAFull-time

reputed company Chat Support Associate (Part-time, Remote) – Deliver Exceptional Customer Experiences with blithequark

Remote, USAFull-time

Backend Developer Winter/Spring Intern

Remote, USAFull-time

Remote Data Entry Specialist – Flexible Part-Time Position for reputed company | Earn While You Learn Opportunity

Remote, USAFull-time