Financial Services Professional

1 month ago


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

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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