Financial Planner: Client‑Focused Wealth Advisor

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

Job summary

Insight Global seeks a Financial Advisor in Columbus, OH to help clients reach their financial goals. The program provides comprehensive training and licensing support to let you focus on service.

Responsibilities include delivering personalized planning recommendations, guiding strategy implementation, building long-term client relationships, and ongoing advisor training. Qualifications include ability to obtain Series 65 and Life & Health licenses, a bachelor’s degree in a relevant field, and

Qualifications

• Bachelor's degree in a relevant field.
• Ability to obtain Series 65 and Life & Health licenses.
• Strong communication and relationship-building skills.
• Interest in financial planning and wealth management.

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

Series 65 license

Life & Health licensing

Communication skills

Relationship-building

Financial planning

Education

Bachelor's degree in a relevant field

Job description

Insight Global seeks a Financial Advisor in Columbus, OH to help clients reach their financial goals. The program provides comprehensive training and licensing support to let you focus on service.

Responsibilities include delivering personalized planning recommendations, guiding strategy implementation, building long-term client relationships, and ongoing advisor training. Qualifications include ability to obtain Series 65 and Life & Health licenses, a bachelor’s degree in a relevant field, and