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Financial Advisor

Employer
Insight Global
Location
Westport, Connecticut, United States
Closing date
Mar 1, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Must-haves

* Min. 5 years of hands-on financial planning or similar professional experience in an investment, wealth management, environment

* Willing to work in the office, client-facing.

* Experience managing HNW clients (1-10m range)

* Experience with tax and estate planning.

* CFP or CRPC preferred or goal to obtain within 2 years.

* Experience with MoneyGuidePro, Nitrogen, Orion preferred.

* Experience with custodians: Fidelity, Goldman Sachs, Schwab

* Knowledge of various asset classes: Stocks, Bonds, Alternatives, insurance products

* Knowledge of investment vehicles: Mutual Funds, ETFs

* Currently holds series 66 (63 & 65 in lieu of 66)

Day-to-Day

One of our financial services clients are Looking for an experienced advisor with a growth mindset, who will assist with managing a book of HNW clients. The ideal candidate will be able to utilize our rich product portfolio and exceptional prospecting opportunities, to grow the company and your own career. You will work closely with clients to provide comprehensive and holistic financial planning services. Additionally, will host dinner seminars to bring on HNW-UHNW prospects. Cultivate and sustain current relationships with the firm, while leveraging our resources to bring in new business.

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