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Community-Focused Financial Advisor

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Modern Woodmen of America
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Financial Advisor, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services organization in Charlotte, NC is seeking a candidate to deliver personalized investment solutions to help clients achieve their financial goals. The ideal candidate will be community-oriented and have an entrepreneurial mindset, engaging with members about available financial services. Responsibilities include networking, prospecting for appointments, and participating in community activities. The role offers benefits including insurance and retirement planning options.
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