Job Description

Insight Global is seeking a Financial Consultant to support a Banking Client ! This opportunity is based out of Charlotte, NC , and will be on site 3x a week. Additionally, this opportunity offers quick one and done interviews, competitive rates (ranging from $70K-85K based off of years of experience) and there is lots of stability and room for growth, as this is a direct hire opportunity with a a reputable company.

Let me know if this is something you would be interested in hearing more about and I would be happy to tell you more about the position!

Must Haves:

• 5+ Years of Financial Services experience
• Series 7 License
• Series 63 License

Preferred Skills:

• Life and Health Insurance License (Resident State)
• Experience in retirement planning, wealth management, or financial consulting

Job Description:

• The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports the clients Retirement Solutions business and offers long-term career growth into Wealth Advisory, Retirement Income Consulting, and Asset Management. This is a highly visible, client-facing role focused on helping participants understand where they stand today and how to successfully prepare for retirement.

Responsibilities:

• Provide virtual retirement planning and financial guidance to participants via Zoom and phone
• Conduct approximately 30 client meetings per week supporting retirement readiness, rollovers, and income planning
• Deliver high-quality client experiences aligned with the clients values, culture, and service standards
• Support participants in understanding retirement goals and pathways to successful retirement outcomes
• Maintain accurate documentation and complete administrative responsibilities related to client engagement
• Collaborate with regional teams supporting participants across assigned geographic territories

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