What are the responsibilities and job description for the Financial Advisor position at Insight Wealth Strategies?
About Insight Wealth Strategies, LLC
Insight Wealth Strategies (IWS) is a fee-only SEC-Registered Investment Advisory Firm providing comprehensive financial planning and investment management services. With over 20 years of experience, we specialize in working with high-net-worth individuals and families, guiding them through all stages of their financial lives.
Our team is dynamic, results-driven, and committed to professional growth. We take a collaborative approach to client service, ensuring each client benefits from the collective expertise of our advisors. Our firm offers a structured career path with opportunities for mentorship, leadership, and eventual equity ownership.
About the Role
We are seeking an established Financial Advisor to become a member of our advisory team. This role is a blend of financial planning and client relationship management responsibilities. The Advisor will work directly with clients, oversee financial plans, provide investment guidance, and collaborate with internal teams to deliver high-quality service.
Key Responsibilities
- Serve as the primary relationship manager for clients, conducting regular financial planning and investment meetings.
- Develop, present, and implement financial plans tailored to each client’s needs.
- Analyze client portfolios and make strategic investment recommendations.
- Collaborate with internal teams (client services, portfolio management) to enhance our client experience.
- Stay up to date on regulatory, tax, and industry trends to ensure best-in-class financial planning strategies.
- Contribute to firm growth by engaging with prospective clients and participating in business development efforts.
Ideal Candidate Profile
What We Offer
Join our growing team and take your financial advisory career to the next level!
