About this opportunity
Insight Global lists this Virtual Financial Consultant opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
JOB DESCRIPTION:
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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 xhmxlyz
Series 7 or Series 6
Series 63 and 66
3+ Years of Financial Services experience
1.5+ Years of advising/planning experience
Worksite address
charlotte, NC, 28269, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.