Financial Planner
Insight Global (United States)
Interested in becoming a Financial Advisor but don't want to spend your time cold calling and prospecting? Join a rapidly growing wealth management firm that provides comprehensive training, supports CFP, Series 65, and Life & Health licensing, and allows you to focus on what matters most: helping clients reach their financial goals. Responsibilities: Deliver personalized financial planning recommendations Support clients through implementation of financial strategies Build long-term client relationships Participate in ongoing advisor training and development Focus on servicing clients rather than prospecting Qualifications: Ability to obtain or possess Series 65 and Life & Health licenses Interest in financial planning and wealth management Strong communication and relationship-building skills Bachelor's degree in a relevant field Compensation: 50-60k per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. #J-18808-Ljbffr Insight Global (United States)
Vacancy posted 1 day ago
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