Wealth Management Advisor - Insight Global : Job Details

Day to Day:

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.

Requirements:

• 3+ years of successful investment and/or portfolio management experience, within the banking or financial services industry
• CFP or CHFC preferred or have to be willing to get it (company will pay for it)
• Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.)
• Proven success in advising and possesses a great financial planning acumen

Compensation:

• $115k
• STIs & LTIS