Executive Financial Consultant

7 days ago


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

We are seeking a highly skilled and experienced Executive Financial Consultant to join our team at Insight Financial Planning.

This is a fantastic opportunity for the right individual to leverage their expertise in financial planning and management to drive business growth and success.

The successful candidate will be responsible for cultivating relationships with new and existing clients, providing ongoing advice, service, and relationship building. They will also support tenured Financial Advisors in all servicing of existing clients.

The role involves advising clients on various aspects of financial goals, developing financial plans, researching investment products and funds, trading, and marketing. The ideal candidate must have a college degree, obtain Series 7 and Series 66 licenses, and have obtained or be able to obtain appropriate state insurance license.

Key qualifications include the ability to create a positive work environment, effectively function as a team player, follow a systemized workflow, organize, prioritize, and handle multiple tasks. Strong communication skills, both verbal and written, are essential, along with attention to detail.

This is a full-time position requiring an 8-hour shift, Monday through Friday, with some flexibility to work beyond regular hours when needed. Salary is estimated to be around $60,000 per year, commensurate with experience.



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