Investment Counselor

Relocation Available

Insight Global is looking for Investment Counselors in Plano, TX! Below is more information of what we're looking for in a candidate in the role:

• Experience client facing advising/relationship building within financial services, wealth management, banking, or insurance industries
• Bachelor's degree

• Series 65 (client will assist in obtaining upon starting)
• Any other Series certifications

Insight Global is looking for multiple Investment Counselors to join their clients team. As an Investment Counselor, you are the voice to our clients 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, our client offers 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.

$85k-95k

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

Benefit packages for this role will start on the 31st 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.