Financial Advisor

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role. The Financial Advisor (FA) role is a three-year program with a forgivable draw, designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals.

The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.

• Series 7
• Series 66
• 3+ years of full advising lifecycle experience from an FA standpoint
• Experience building out a book of business and prospecting clients