What are the responsibilities and job description for the Wealth Management 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.
Salary : $100,000 - $120,000
