Financial Planning Consultant - Charlotte, NC (REMOTE)

What you’d do

Advise clients through scheduled guidance appointments and proactive outreach, building trust and deepening relationships. Full time, remote, but applicants must live within 90 miles of an approved branch site in the Charlotte, NC area. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Primary residence within 90 miles of Charlotte, Huntersville, or Ballantyne, NC
• Strong written, verbal, and interpersonal communication skills
• Experience running pre-scheduled guidance appointments
• Client relationship building and proactive outreach
• No immigration sponsorship available