Senior Financial Consultant

1 week ago


Grand Island, Nebraska, United States Insight Financial Planning Full time

h3JobSummary/h3pInsightFinancialPlanningisseekingahighlyskilledFinancialAdvisortojoinourteam.AsaFinancialAdvisor,youwillberesponsibleforcultivatingrelationshipswithnewandexistingclients,providingongoingadviceandservice,andsupportingtenuredFinancialAdvisorsinservicingexistingclients./ppbKeyResponsibilities:/b/pulliAdvisingclientsonfinancialgoalsandobjectives/liliDevelopingfinancialplansandresearchinvestmentproducts/liliTradingandassistinginpre-andpost-appointmentactivities/liliCompletingandprocessingapplicationsandforms/liliMarketingandpromotingfinancialservices/li/ulpbRequirements:/b/pulliCollegegraduatewithadegreeinfinanceorarelatedfield/liliSeries7andSeries66licenses/liliAbilitytocreateapositiveworkenvironmentandworkeffectivelyasateamplayer/liliAbilitytofollowasystemizedworkflowandprioritizetasks/liliEffectiveverbalandwrittencommunicationskills/li/ulpbBenefits:/b/pulliCompetitivesalaryandbenefitspackage/liliOpportunitiesforprofessionalgrowthanddevelopment/liliCollaborativeanddynamicworkenvironment/li/ul


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