Financial Consultant

Insight Global; Charlotte (NC); Remote; USD 70,000 - 110,000; Full time

Job summary

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.

Qualifications

• 3+ Years of experience in the financial services sector.

Responsibilities

• Provide virtual retirement planning and financial guidance to participants via Zoom and phone.
• Conduct approximately 30 client meetings per week.
• Deliver high-quality client experiences aligned with TIAA’s values.
• Support participants in understanding retirement goals.
• Maintain accurate documentation related to client engagement.
• Collaborate with regional teams to support participants.

Skills

Financial Services experience

Client-facing

Zoom

Tools

Zoom

Job description

Job Description

The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAA’s Retirement Solutions business and offers long-term career growth into Wealth Advisory, Retirement Income Consulting, and Asset Management. This is a highly visible, client-facing role focused on helping participants understand where they stand today and how to successfully prepare for retirement.

Qualifications

• 3+ Years of Financial Services experience

Responsibilities

• Provide virtual retirement planning and financial guidance to participants via Zoom and phone
• Conduct approximately 30 client meetings per week supporting retirement readiness, rollovers, and income planning
• Deliver high-quality client experiences aligned with TIAA’s values, culture, and service standards
• Support participants in understanding retirement goals and pathways to successful retirement outcomes
• Maintain accurate documentation and complete administrative responsibilities related to client engagement
• Collaborate with regional teams supporting participants across assigned geographic territories

Compensation

Exact compensation may vary based on several factors, including skills, experience, and education.