Remote Retirement Planning 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

Job description

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.