Financial Advisor
$74.88k - $112.32kInsight Global
4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Insight Global. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $74,880.00/yr - $112,320.00/yr Key Responsibilities Sell & Advise : Offer investment solutions and financial planning tailored to client goals. Client Onboarding : Guide new clients through discovery, needs analysis, and setup. Relationship Management : Be the main contact for wealth clients and deepen relationships. Annual Reviews : Conduct yearly meetings to assess and adjust client financial plans. Lead Generation : Collaborate with partners to find new business opportunities. Goal Achievement : Meet sales targets and manage tasks efficiently. Compliance : Follow all regulations and company policies. Team Collaboration : Train and support retail and small business staff. Community Engagement : Represent the company professionally and support local initiatives. Required Skills & Experience Bachelor’s degree (strongly preferred). 2+ years of experience in financial advice, planning, and investment sales. Licenses: SIE, Series 7, Series 63 (required) ; L&H and Series 66 (or equivalent) or ability to obtain. Self-directed with strong planning and goal-setting abilities. Advanced understanding of wealth products and services. Seniority level Associate Employment type Full-time Job function Finance Referrals increase your chances of interviewing at Insight Global by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Get notified about new Financial Advisor jobs in New York, NY . We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Insight Global
Vacancy posted 2 days ago
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