Financial Services Professional
1 month ago
We are seeking a highly skilled and experienced Financial Advisor to join our team at Insight Global. The ideal candidate will have a strong background in financial services, with a proven track record of success in managing complex financial portfolios.
Requirements:
- Series 7 and 66 licenses (63/65 can override 66)
- 3-5 years of experience in book management as an advisor
- Experience working with at least 200 clients and $100 million in AUM
- Ability to explain how to build successful relationships, uncover client needs, and recommend solutions
- Experience with client-focused approaches and career progression
What We Offer
As a Financial Advisor at Insight Global, you will have the opportunity to work with a variety of investment products and solutions, and to develop your skills and expertise in a dynamic and supportive environment.
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