Client Relationship Associate

Client Relationship Associate:

Location: Charlotte, NC (3 Days Onsite 2 days Remote)

Duration: Permanent

Salary: $85,000 with 25% bonus

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

Day-to-Day:

· 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

· 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

Must-Haves:

• 2 years working in financial services institution
• 1-2 years working in advising and wealth management (client-facing)
• 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)