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Financial Planning Consultant
Job in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-06-24
Listing for:
Insight Global
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
- Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
- Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
- Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
- Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
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