Financial Planning Specialist

2 months ago


Doha, Baladīyat ad Dawḩah, Qatar Insight Global Full time
Key Qualifications

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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