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Financial Planning Consultant
Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-11
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for:
Soteria Reinsurance Ltd.
Full Time, Remote/Work from Home
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Planning Consultant in Charlotte, NC. The ideal candidate will provide a world-class planning experience, deepen client relationships, and work closely with Financial Consultants. Key responsibilities include conducting joint consultations, educating clients on planning opportunities, and creating a contact strategy. Candidates should have relevant financial licenses and preferably a degree or CFP certification.
This is a full-time, hybrid position.
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