Financial Consultant

1 week ago

Bushnell, Illinois, United States Insight Global Full time
Job Overview

Insight Global is seeking a skilled Financial Advisor to provide expert guidance to clients in Florida. As a key member of our team, you will be responsible for delivering exceptional service and driving business growth.

Key Responsibilities:

  • Evaluate clients' financial situations, goals, and risk tolerance to provide tailored investment advice.
  • Develop and implement comprehensive financial plans to meet clients' needs.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance.
  • Collaborate with cross-functional teams to deliver exceptional client experiences.

Requirements:

  • 2+ years of experience as a Registered Representative with FINRA Series 7, 66 (or 63 and 65) certification.
  • FINRA record (U-4) with no unacceptable entries.
  • Florida Life with VA and health insurance license required.

Nice to Have:

  • Experience with financial planning software and tools.
  • Strong communication and interpersonal skills.

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