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Financial Consultant

Multilingual Retirement Planning Advisor

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Teachers Insurance and Annuity Association of America
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services organization in Charlotte, North Carolina is seeking a Multilingual Individual Financial Consultant who will provide retirement education and advice to clients. The role involves identifying investment needs, offering guidance related to individual retirement accounts, and assisting clients through the account opening process. Candidates should have a preference for a university degree and strong consultative communication skills. A Spanish speaking assessment is also required.

The organization offers a comprehensive benefits package.
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