Job Title

Job Description Day-to-Day: A large wealth management and financial advising company is looking to add a Wealth Advisor to one of their smaller subsidiaries. Responsibilities will include: Work to establish and build new client relationships as well as provide advisory services to existing clients Educate clients on the purpose and details of financial products, services, and strategies. Identify potential clients through networking and referrals. Promote investment models and strategies tailored to our target clients. Market the firms wealth enhancement and planning services. Participate in daily meetings, training sessions, and continuing education. Communicate with clients via phone calls, emails, and meetings. Review and reallocate investment products in clients accounts to align with their financial goals. Fulfill continuing education and training requirements for wealth advisors. Build and maintain client relationships, focusing on service and operations with some emphasis on acquiring new clients. Attend firm-sponsored client events. This position's annual salary will range from $115,000 - $130,000 We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to . "ƒ"ƒ"ƒ To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: . Skills and Requirements Must-haves: Minimum 5 years of financial advising experience A well-established, transferable book of business made up of both clients and accounts Proven track record of growing client relationships Excellent interpersonal skills, including a strong client service orientation Active Series 7, 66 or 65 license Bachelors Degree CFP Certification CFA Certification null We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to .