Financial Services Professional

3 days ago


Fairfield, California, United States Insight Global Full time
Job Summary

We are seeking a highly skilled and experienced Financial Advisor to join our team at Insight Global. As a Financial Advisor, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Conduct in-person client meetings and build strong relationships with clients
  • Develop and implement personalized financial plans for clients
  • Provide ongoing financial guidance and advice to clients
  • Build and maintain a strong referral network within the community
  • Stay up-to-date with industry trends and developments to provide the best possible service to clients
Requirements
  • Series 7 and 66 or Series 6 and 66 licenses
  • 3-5 years of experience in financial advising
  • A strong book of business or referral network
  • Excellent communication and interpersonal skills
What We Offer

We offer a competitive salary range of $72,000-$96,000, as well as a comprehensive benefits package, including medical, dental, and vision insurance, HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. We are an equal opportunity employer and welcome applications from diverse candidates.



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