Senior Wealth Advisor
Insight Global
Wealth Advisor
We are currently seeking experienced Wealth Advisors to join our client in various locations nationwide. Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join our clients leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country. We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients. With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors' practice. Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.
Responsibilities:
- Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
- Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
- Collaborate with internal specialists to deliver integrated solutions
- Identify and pursue new business opportunities through referrals, networking, and strategic outreach
We are a company committed to creating 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. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io.
Insight GlobalVacancy posted 2 days ago
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