Financial Planner

Insight Global; Columbus (OH); On-site; USD 50,000 - 60,000; Full time

Job summary

Insight Global in Columbus, OH seeks a Financial Advisor dedicated to helping clients reach their financial goals. The firm provides comprehensive training and supports CFP®, Series 65, and Life & Health licensing, allowing you to focus on client outcomes.

You will deliver personalized planning, assist with implementation, and build lasting relationships while engaging in ongoing advisor development in a client-centric environment.

Qualifications

• Bachelor's degree in a relevant field.
• Ability to obtain or possess Series 65 and Life & Health licenses.
• Strong communication and relationship-building skills.

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.

Skills

Communication

Relationship-building

Client service

Education

Bachelor's degree

Job description

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.