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Wealth Advisor & Retirement Planner
Job in
City of Syracuse, Syracuse, Onondaga County, New York, 13201, USA
Listed on 2026-06-26
Listing for:
Insight Global
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Insight Global, located in Syracuse, New York, is looking for a Financial Consultant to provide in-person and virtual counseling to clients on financial services. You will have the opportunity to assist clients in achieving their financial goals and need to be comfortable engaging with clients in various settings.
The ideal candidate should have 3-5 years of experience in retirement planning or financial advising, along with required licenses like Series 7 and Life & Health Insurance License. Our company values diversity and ensures an inclusive workplace.
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