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Financial Portfolio Strategist

1 month ago

Louisville, Kentucky, United States Insight Global Full time

About Us
At Insight Global, we strive to create diverse and inclusive environments where people can bring their full, authentic selves to work every day.
We are an equal opportunity/affirmative action employer that believes everyone matters.

Salary: $120,000 - $180,000 per year
Job Title: Financial Portfolio Strategist
Location: Saint Matthews, KY

Job Description

The ideal candidate will be responsible for maintaining existing wealth relationships and developing new client relationships. They will work with ultra high net worth clients and deepen those client relationships by advising them on best practices/trends, financial planning, and taking care of the current book of business.

Main Responsibilities:

  • Develop a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan
  • Servicing clients and advising them on best practices/trends, financial planning, and taking care of the current book of business

Requirements:

  • 7-10 years of successful investment and/or portfolio management experience within the banking or financial services industry
  • CFP or CHFC certification (willingness to obtain if not already certified)
  • Proficiency in Salesforce or MoneyGuide Pro

Benefits

Insight Global is committed to creating a diverse and inclusive environment where employees can grow and develop their careers. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.