Investment Advisor

Can sit in either Plano, TX, Tampa, FL or Camas, WA

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays

• 2-3+ years of client facing advising/relationship building within financial services, wealth management, banking, or insurance industries
• Series 65 or any FINRA certifications (client will help you obtain this upon starting)
• Bachelors degree (highly preferred but can be flex for all stars)

• Any other Series/ FINRA certifications

Insight Global is looking for multiple Investment Counselors to join their clients team. As an Investment Counselor, you are the voice of our client in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.

Through our unique training program, we offer an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.