Financial Consultant Salaries in Monroe, NC

Teach credit or non-credit courses within field or discipline as needed. Substitute for other instructors within field or discipline in case of an absence.

The typical consultant spends the majority of their time fielding inbound calls and the remainder of their time on follow up to clients and prospects.

Comfortable making outbound calls to further educate clients and uncover opportunities. FINRA Series 7 & 66 licensed and hold appropriate state registrations,…

Establish, maintain, and develop business relationships with members and internal/external sources. Understanding of economic and accounting principles,…

$55,000 - $75,000 a year

This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination…

$62,500 - $87,500 a year

Excellent telephone service/relationship management skills. Support other departments and independent financial advisors in their understanding of the program.

$67,500 - $112,500 a year