Financial Advisor

3 weeks ago

Burlingame, United States Insight Global Full time

One of our top financial clients is seeking to hire a Financial Consultant for one of their LA branch locations. You will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. The client will fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.


Salary: 100K-135K (Base + Commission)


Qualifications needed:

-Must have a series 7 license & 66 license (63/65 can override 66)

-3-5 years of book management experience as an advisor

-Experience working with at least 200 or more clients as well as $100 million in AUM or more

-Experience working with a variety of investment products and investment solutions

-Able to explain how they are able to build successful previous relationships, uncovering needs, and recommending solutions

-Experience with being client focused and progressing within their career.


Day to Day:

-This person will help manage a large book of business of 200+ clients depending on the location.

-Will work with the client's that have not been engaged in the financial process (still in growth phase)

-Engage face-to-face with customers

-Building client relationships with understanding needs and recommending solutions

-Will help offer guidance and personalized planning

-Will be giving architecture product platforms and resources

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