Financial Services Consultant

3 weeks ago


Mequon, United States Insight Global Full time

Type: Full-time

Location: Mequon, WI

Salary: $60k - $120k


Must Haves:

  • Series 7 & 63 licenses (Having a Series 66 is highly preferred and cancels out 63 &65)
  • 4+ years of experience working with investment banking
  • 3+ years of book management experience as an advisor - must be experienced managing own book
  • 2+ years of experience with financial/investment planning
  • Must have experience working with 350+ households at a time with a net worth of $100 million in AUM or more
  • Experience selling a variety of investment solutions and comfortable working with customers to educate them and make suggestions


Plusses:

  • CFP certification


Key Notes:

  • Great opportunity to grow with a company - they take pride in promoting from within
  • Offers student loan repayment
  • 23 days of PTO & Federal holidays
  • Great benefits (7% matching 401k)
  • Will pay for all testing/licensing and will provide study materials (If you want additional licenses but must have Series 7 & 63 before starting)


Day-to-Day:

As a Financial Consultant, you will be responsible for managing a book of 350+ clients and will help with investment/financial support by recommending solutions and offering personalized planning. Main responsibilities include:

  • Manage a book of 350+ clients
  • Build client relationships and seek to understand needs to then offer solutions
  • Offer guidance and personalized planning

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