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Retirement & Wealth Planning Consultant; Client-Facing
Job in
City of Syracuse, Syracuse, Onondaga County, New York, 13201, USA
Listed on 2026-07-19
Listing for:
Insight Global
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Location: City of Syracuse
Insight Global is seeking a Financial Consultant to provide in-person and virtual counseling on TIAA products and financial planning services to clients, entrants, beneficiaries, and their representatives. You will deliver comprehensive guidance to help clients meet short- and long-term goals in person, by phone, or via video.
This client-facing role requires Series 7 and Series 63 or 66, plus 3–5 years of retirement planning or wealth management experience.
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