Financial Advisor

Insight Global; New York (NY); On-site; USD 74,880 - 112,320; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading financial services firm in New York is seeking a Financial Advisor to provide tailored investment solutions and financial planning. Responsibilities include onboarding clients, managing relationships, and meeting sales targets. Ideal candidates should possess a Bachelor’s degree and relevant licenses. This full-time position offers a competitive salary range of $74,880 - $112,320 annually, along with benefits such as medical and vision insurance.

Qualifications

• 2+ years of experience in financial advice, planning, and investment sales.
• Self-directed with strong planning and goal-setting abilities.
• Advanced understanding of wealth products and services.

Responsibilities

• Offer investment solutions and financial planning tailored to client goals.
• Guide new clients through discovery, needs analysis, and setup.
• Conduct yearly meetings to assess and adjust client financial plans.
• Collaborate with partners to find new business opportunities.

Skills

Relationship Management

Client Onboarding

Goal Achievement

Strong planning abilities

Education

Bachelor’s degree

Tools

Series 7

Series 63

L&H

Series 66

Job description

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.