Job Description

MUST HAVES:

• Series 7 & 63 license (can have a 66 license that overrides the 63/65 license)
• Series 65 license (can acquire once hired but must do so within 90 days)
• 4+ years of book management experience as an advisor
• Experience working with 300 clients or more and $100 million in AUM or more.
• Experience with a variety of investment products and investment solutions
• Enjoy building lasting relationships with clients
• Experience selling and utilizing a variety of financial service products
• Must have experience in the investment industry
• Comfortable with 25+ client meetings a week

PLUSSES:

• CFP certification

JOB SUMMARY:

Insight Global is looking for a Financial Consultant to work for a leader in the financial industry. This person will be responsible for managing a book of 300+ clients that is given to them upon hire. They will also be responsible for understanding the client’s needs and recommending solutions to support them. Overall, will be consistently offering guidance and financial support! Main responsibilities include:

• Help manage a larger book business of 300+ clients
• Engage face-to-face with customers.
• Building client relationships with understanding needs and recommending solutions.
• Offer guidance and personalized planning.
• Meet with clients onsite as needed

Key Notes:

• Offer student loan repayment.
• 23 days of PTO, 5 Covid relief days, & federal holidays
• Great benefits (7% matching 401K)
• Will pay for all testing/licensing & will provide study materials.

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