- 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
- Principal Financial Group (Charlotte, NC)
- …**Who You Are** + Bachelor's degree or equivalent plus 2+ years' experience, preferably in the financial services industry. + SIE , Series 6 or 7 and Series ... **What You'll Do** We're looking for a ** Financial Consultant I** to join our... financial confidence. Operating at the intersection of financial services and technology, Principal builds … 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