Financial Planning Specialist
2 days ago
Insight Financial Planning is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.
Key Responsibilities- Develop and implement comprehensive financial plans for clients
- Research and recommend investment products and funds
- Trade securities and manage client portfolios
- Assist in pre-appointment and post-appointment activities
- Process applications and forms
- Contribute to marketing efforts
- Bachelor's degree required
- Series 7 and Series 66 licenses required
- Ability to obtain state insurance license
- Strong communication and interpersonal skills
- Ability to work in a team environment
- Detail-oriented and organized
- Ability to work under pressure and meet deadlines
- Competitive salary
- Simple IRA Plan with matching
- Paid time off - vacation and medical
Full-time, 8 hour shift, Monday to Friday
Opportunity to work in a dynamic and growing company
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Financial Services Professional
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