Financial Planning Specialist
2 months ago
We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Insight Global.
Requirements:
- Series 7 and 66 licenses (63/65 can override 66)
- 3-5 years of book management experience as an advisor
- Experience working with at least 200 clients and $100 million in AUM
- Proficiency in a variety of investment products and solutions
- Ability to build successful relationships, uncover client needs, and recommend solutions
- Client-focused approach with a track record of career progression
What We Offer
As a Financial Planning Specialist at Insight Global, you will have the opportunity to work with a dynamic team and contribute to the success of our clients.
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