Career Opportunities in Financial Planning

7 days ago


Columbus, Ohio, United States Insight Financial Planning Full time
Job Summary

Cultivate a thriving client base as a Financial Advisor with Insight Financial Planning. This role requires building strong relationships with existing and new clients, providing expert advice, and delivering exceptional service.

Key Responsibilities:

  • Meet with clients to discuss their financial goals and develop personalized plans
  • Support senior advisors in servicing existing clients
  • Research and recommend investment products and funds
  • Assist in pre-appointment preparation and post-appointment follow-up
  • Process applications and forms efficiently
  • Maintain a positive work environment and collaborate effectively with colleagues

Requirements:

  • Bachelor's degree required; Series 7 and Series 66 licenses must be obtained
  • Strong communication and organizational skills essential
  • Able to prioritize tasks, manage multiple responsibilities, and meet deadlines

Compensation:

We offer a competitive salary of $60,000 per year, along with benefits that include a Simple IRA Plan matching program, paid time off, and more.

Work Schedule:

This is a full-time position, working 8 hours a day, Monday to Friday. Ability to work beyond regular hours when needed.



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