Financial Consultant
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, Wealth Management, Financial Sales
Job Description & How to Apply Below
Overview
Insight Global is seeking a Financial Consultant for a large financial services client. This individual will provide in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals.
These are in-person roles, client facing and must be comfortable hosting events at client sites.
- Life and Health Insurance License (Resident State)
- 3-5 years of client-facing experience in retirement planning, financial advising, or wealth management
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