Client-Facing Financial Planner & Retirement Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-14
Listing for:
Insight Global
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Insight Global is seeking a Financial Consultant for a large financial services client. This role provides in-person and virtual counseling to participants, newcomers, prospects, beneficiaries and their representatives on the full spectrum of products and services.
The position is client-facing, requires hosting events at client sites, and involves in-person, phone and video consultations to help clients achieve their immediate and long-term financial goals.
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