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Financial engineer Jobs in Charlotte, NC

Last updated: 13 hours ago
  • Promoted
Financial Advisor

Financial Advisor

Insight Globalcharlotte, NC, United States
$120,000.00 yearly
Full-time
This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the Ch...Show moreLast updated: 2 days ago
  • Promoted
Financial Analyst

Financial Analyst

CRGCharlotte, NC, United States
$90,000.00–$100,000.00 yearly
Temporary
Our large, publicly traded client with US HQ in Charlotte, is seeking two Financial Analysts to join their team! This Financial Analyst role involves conducting financial analysis, reporting, and p...Show moreLast updated: 1 day ago
  • Promoted
Financial Advisor

Financial Advisor

NYL - CharlotteCharlotte, NC, US
$84,000.00–$115,000.00 yearly
Full-time
Join New York Life in Charlotte, NC, and Empower Your Career! Are you ready to pursue a rewarding career instead of settling for just a job? Picture yourself leading a business, tackling challenges...Show moreLast updated: 1 day ago
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FINANCIAL ANALYST

FINANCIAL ANALYST

Ascendum MachineryNC, United States
Full-time
This role involves collecting and analyzing financial data for assigned accounts, products, or business units to track the organization's progress against financial goals.The analyst will assist in...Show moreLast updated: 1 day ago
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Financial Professional

Financial Professional

NYL - MatthewsCharlotte, NC, US
$56,000.00–$121,000.00 yearly
Full-time
Are you a leader who has the following traits?.If the answer is yes, consider becoming an insurance agent to drive a positive impact in the lives of families every day.At New York Life, you’r...Show moreLast updated: 5 days ago
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  • New!
Financial Consultant

Financial Consultant

New York Life-CharlotteCharlotte, NC, United States
Full-time
Are you a results-oriented and driven sales professional with a proven track record of achieving sales goals? We're seeking a Financial Consultant who can develop a sales strategy to build new and ...Show moreLast updated: 13 hours ago
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Financial Counselor

Financial Counselor

Carolina Neurosurgery and Spine AssociatesCharlotte, NC, United States
Full-time
The position will be located in our mid-town Charlotte office.Come play a part in changing the lives of patients every day and work for an organization that has consistently been named one of the a...Show moreLast updated: 1 day ago
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Financial Analyst

Financial Analyst

Compass Group USACharlotte, NC, United States
Full-time
The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues.This candidate will feel...Show moreLast updated: 10 days ago
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Financial Analyst

Financial Analyst

Allspring Global InvestmentsCharlotte, NC, United States
Work where your ideas have impact.Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet cl...Show moreLast updated: 14 days ago
  • Promoted
  • New!
Financial Advisor

Financial Advisor

First Financial GroupCharlotte, NC, United States
Full-time
We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong co...Show moreLast updated: 13 hours ago
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Financial Advisor

Financial Advisor

Procyon PartnersCharlotte, NC, United States
Full-time
Experienced Financial AdvisorAbout the job.As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better hom...Show moreLast updated: 22 days ago
  • Promoted
Financial Advisor

Financial Advisor

Equitable Advisorscharlotte, NC, United States
Full-time
Equitable Advisors is currently seeking someone to join our team as a Financial Advisor to fast track their career.As an Equitable Financial Professional, you will : . Go through our Leadership Develo...Show moreLast updated: 30+ days ago
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  • New!
Financial Analyst

Financial Analyst

SPAR Inc.Charlotte, NC, US
Full-time
SPAR is a global leader in delivering innovative consumer solutions for top-tier CPG partners and Fortune 100 retailers.As part of our growth, we are thrilled to expand our Finance Team in Charlott...Show moreLast updated: 16 hours ago
  • Promoted
Financial Advisor

Financial Advisor

Blue FinancialCharlotte, NC, United States
$70,000.00–$85,000.00 yearly
Full-time
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office?. Our formula for success is to put our customers fir...Show moreLast updated: 4 days ago
Senior Engineer, Oracle Financial Systems

Senior Engineer, Oracle Financial Systems

GXO Logistics, Inc.Charlotte, NC, US
We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disabil...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

Womble Bond Dickinson (US) LLPCharlotte, NC, United States
$72,500.00–$130,000.00 yearly
Womble Bond Dickinson (US) LLP, an Am Law 100 law firm with more than 850 US lawyers, is seeking a Financial Analyst.The successful candidate will have a strong analytical background and ability to...Show moreLast updated: 20 days ago
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Financial Analyst

Financial Analyst

Extended Stay AmericaCharlotte, NC, United States
Full-time
Preferred candidate will reside in the Charlotte, NC area.Position is hybrid (work from home and onsite at the Corporate office). The individual in this position is responsible for providing analyti...Show moreLast updated: 15 days ago
  • Promoted
Financial Representative

Financial Representative

rekrootCharlotte, NC, United States
Full-time
Our financial representatives are dedicated to helping individuals from all backgrounds achieve their financial goals.They create and execute tailored financial plans that illustrate members' curre...Show moreLast updated: 22 days ago
  • Promoted
  • New!
Financial Advisor

Financial Advisor

HomeTrust BankCharlotte, NC, United States
Full-time
The Financial Advisor offers appropriate investment products to existing and prospective clients and provides ongoing service to all existing clients. They are responsible for identifying and unders...Show moreLast updated: 13 hours ago
Financial Advisor

Financial Advisor

Insight Globalcharlotte, NC, United States
2 days ago
Salary
$120,000.00 yearly
Job type
  • Full-time
Job description

This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Work can be done remotely across the Charlotte, NC areas / markets. Partnering with a local agent, this person will have access to an existing customer base with thousands of existing households. This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold including :

  • Life insurance.
  • Annuities (fixed, indexed, variable).
  • Mutual funds.
  • IRAs.
  • 403(b)s and 529s.
  • Workplace life and supplemental health insurance.
  • Fidelity Custody Clearing and Solutions.
  • UITs and Managed Assets.
  • FMAX Investment Advisory platform
  • Buffered and traditional UIT's

As with any 1099 insurance sales position, this is paid via commission and bonuses only. The top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K.

REQUIRED SKILLS AND EXPERIENCE

  • At least 1-2+ years of experience selling financial products and insurance or an internship in the industry
  • This person needs to be licensed to sell life and health insurance or be willing to get this licensure immediately
  • Need to have either of the two combinations :
  • Series 6 and 63, with either 65 or 66
  • or Series 7 (and 63 if state requires it) with either 65 or 66
  • Outgoing personality and sharp communication skills to be able to build and maintain client relationships