Financial Advisor - Insight Global : Job Details

Required Skills & Experience

• 3+ years of successful investment and/or portfolio management experience, within the banking or financial services industry

* Level 2: 3-5 years of experience

* Level 3: 5+ years of experience

• CFP or CHFC preferred or willing to get it (company with pay for it)

• Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.)

• Proven success in advising and possesses a great financial planning acumen

Nice to Have Skills & Experience

- Being involved in the community

Job Description

• The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships: they will have a book of business transitioned to them and they will need to both maintain those current relationships and grow new. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.