Financial Planning Consultant (Charlotte)

Job Description:

Insight Global is seeking a Financial Consultant to partner with the client's participants across to deliver personalized retirement planning and financial guidance through virtual interactions. This role supports the company's Retirement Solutions business and offers long-term career growth into Wealth Advisory, Retirement Income Consulting, and Asset Management. This is a client-facing role focused on helping participants understand where they stand today and how to successfully prepare for retirement.

This is a hybrid, 3-days/week onsite role.

Day-to-Day:

• Provide virtual retirement planning and financial guidance to participants
• Conduct approximately 30 client meetings per week supporting retirement readiness, rollovers, and income planning
• Deliver high-quality client experiences
• Support participants in understanding retirement goals and pathways to successful retirement outcomes
• Maintain accurate documentation and complete administrative responsibilities related to client engagement

Must-Haves:

• 5-7 Years of Financial Services experience
• Series 7 License
• Series 63 License or Series 66 License
• Experience in retirement planning, wealth management, or financial consulting

Plusses:

• Life and Health Insurance License (Resident State)