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Insight Global
Virtual Financial Consultant
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Job Description
Virtual Financial Consultant at Insight Global Virtual Financial Consultant at Insight Global in Charlotte, North Carolina Posted in about 12 hours ago.
Type:
full-time
JOB DESCRIPTION
The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the client's products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.
REQUIRED SKILLS AND EXPERIENCE
Series 7 or Series 6 Series 63 and 66 3+ Years of Financial Services experience 1.5+ Years of advising/planning experience