Financial Advisor

19 hours ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Financial Advisor - Accelerate your Advisor Career at Insight Wealth Strategies, LLC Are you an experienced Financial Advisor ready to take the next step in your career? Insight has a rare opening for a dedicated professional to join our team and make a significant impact from day one. About the Opportunity This is an exceptional chance to bring your existing book of businessand benefit from our robust platform and supportive environment to grow your practice and enhance client relationships. The firm has established a solid foundation for an advisor ready to grow into a top-tier professional, with the full support and resources of the firm. Experience in the financial services industry, along with a clear desire to build something meaningful for clients and career is necessary. What's Being Sought The ideal candidate will embody the following qualities and experience: Experience:A proven track record in a client-facing financial advisory role, demonstrating strong analytical and problem-solving skills to guide clients toward achieving their financial goals. Integrity:A strong commitment to ethical conduct and acting in the best interests of clients, upholding the highest standards of the profession. Passion for Growth:A genuine desire to continuously learn, develop skills, and expand expertise within the evolving financial landscape. Team Player:Ability to collaborate effectively within a high-integrity team environment, contributing to a supportive and collaborative culture. Relationship Builder:Excellent interpersonal and communication skills to establish and nurture lasting client relationships. Existing Book of Business (Preferred):For candidates with an existing and portable book of business, a seamless transition process and a platform designed to help thrive are offered. Responsibilities Include Providing strategic advice and comprehensive financial planning across various products and services (e.g., debt management, investments, retirement planning, insurance). Developing personalized financial plans tailored to each client's unique needs, circumstances, and risk tolerance. Cultivating and strengthening client relationships through proactive communication and ongoing support. Monitoring market performance and client portfolios, making necessary adjustments to ensure alignment with financial objectives. Maintaining compliance with all industry rules and regulations. Why Join Insight? At Insight, a supportive culture allows advisors to grow and excel. This role provides the opportunity to work with a high-integrity team, alongside seasoned professionals and serving a well-established client base from day one, whether stepping into an existing practice or integrating your own book of business. The firm offers a rewarding environment for a self-motivated individual eager to contribute to success and build a thriving practice. If a challenging yet fulfilling career opportunity within a dynamic and collaborative firm is of interest, the firm would like to discuss it. Reach out to explore this rare opportunity further. The team is excited to find the right fit to join the growing team at Insight. Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

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