Financial Advisor

Insight Global; Town of Ithaca (NY); On-site; USD 65,000 - 100,000; Full time

Job summary

Insight Global is seeking a Financial Consultant to provide in-person and virtual counseling on a broad range of client products and services. You will help participants and beneficiaries achieve their short- and long-term financial goals, including hosting events at client sites and working with cross-functional teams to support initiatives.

The role focuses on personalized financial planning, product education, and high-level client service for plan sponsors and participants across retirement

Qualifications

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

Responsibilities

• Counsels participants on pension plans, annuities, and other investment options.
• Educates and facilitates new product purchases (mutual funds, IRAs, 529/403b, etc.).
• Interacts with plan participants to provide exceptional service and execute requests.
• Uses tax and investment strategies to inform financial advice.

Skills

Series 7

Series 63/66

Life and Health Insurance License

3-5 years client-facing 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 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