Financial Advisor

Insight Global; Pasadena (CA); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Insight Global hires a Financial Consultant to provide in-person and virtual counseling for participants, prospects, and beneficiaries on comprehensive financial products and services. The role involves hosting events at client sites and advising on retirement plans and investment options.

Requires Series 7, Series 63/66, Life and Health Insurance licenses, and 3–5 years of client-facing experience in retirement planning or wealth management.

Qualifications

• Series 7 license required.
• Series 63 or 66 license required.
• Life and Health Insurance License (Resident State) required.
• 3-5 years of client-facing experience in retirement planning, financial advising, or wealth management required.

Responsibilities

• Counsels participants on pension plans, tax-deferred annuities and other investment options.
• Educates and facilitates product purchases including mutual funds, IRAs, 529/403(b), bank products, and life insurance.
• Interacts with retirement plan participants to provide customer service and process transactions and requests.
• Uses knowledge of tax and investment strategies to tailor financial advice to clients' needs.
• Collaborates with cross-business teams to develop and implement products and services.
• Maintains strong relationships with Institutional Plan Sponsors.

Skills

Series 7

Series 63/66

Life and Health Insurance License

3-5 years experience

Job description

FINANCIAL CONSULTANT (FC) JOB DESCRIPTION

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of client's products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. These are in-person roles, client facing and must be comfortable hosting events at client sites.

• Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.
• Educates, recommends and facilitates new product purchases (including retail mutual finds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.
• Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.
• Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.
• Communicates internally with cross-business partnerships to develop and implement the organization's products and services to support clients and company initiatives.
• Develops and maintains strong relationship with Institutional Plan Sponsors.

REQUIRED SKILLS AND EXPERIENCE

• Series 7
• Series 63 or 66
• Life and Health Insurance License (Resident State)
• 3-5 years of client-facing experience in retirement planning, financial advising, or wealth management