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Retirement Plan Advisor
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-25
Listing for:
Vanguard
Full Time
position Listed on 2026-01-25
Job specializations:
-
Sales
Financial Sales -
Finance & Banking
Financial Consultant, Financial Sales
Job Description & How to Apply Below
A leading financial services firm in Charlotte is seeking a Workplace Financial Consultant to promote its offerings by engaging and educating retirement plan participants through targeted outreach. You will be responsible for driving business growth and managing client relationships. The role requires a solid background in sales and Defined Contribution plan knowledge. Exceptional communication and client relationship skills are essential for success in this hybrid position.
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