Retirement & Investment Advisor

A prominent financial services corporation based in Charlotte, NC, is seeking candidates for a role that focuses on educating customers about benefit events and assisting with their investment needs. The ideal candidate should have a Bachelor’s degree and over two years of experience in financial services. Responsibilities include facilitating customer transactions and uncovering customer needs while driving improvements in overall customer experience. The company emphasizes integrity and building strong relationships with clients. #J-18808-Ljbffr