What are the responsibilities and job description for the Financial Advisor position at Insight Global?
Required Skills & Experience
• 3 years of successful investment and/or portfolio management experience, within the banking or financial services industry
* Level 2: 3-5 years of experience
* Level 3: 5 years of experience
• CFP or CHFC preferred or willing to get it (company with pay for it)
• Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.)
• Proven success in advising and possesses a great financial planning acumen
Nice to Have Skills & Experience
- Being involved in the community
Job Description
- The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships: they will have a book of business transitioned to them and they will need to both maintain those current relationships and grow new. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.
