- TIAA (Charlotte, NC)
- … education. But this is so much more than a call center job. As a Financial Services Consultant , you will impact the lives of thousands of participants ... skills and qualities we look for: - Strong customer service mindset - Professionalism - reliable, possessing high quality...experience is helpful (though again, not required). While the Financial Services Consultant educates and… more
- Vanguard (Charlotte, NC)
- …and objectives. + Educate clients and prospects on Vanguard's products and services including financial planning, cash management, and funds/ETFs and position ... investment success. That starts with you. As a Sales Consultant , you'll be an advocate for our retail investors...understand their needs, and position the Vanguard products and services that they can use to meet their goals… more
- Truist (Charlotte, NC)
- …degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training. 2. Minimum of five ... years of financial services experience working with clients dealing...- Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant (R) 4. Completion of Leadership Development… more