Investment Advisor

Insight Global; Dallas (TX); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

20 days PTO + 10 holidays

Job summary

Insight Global is seeking Investment Counselors to join their client’s team in Plano, TX, Tampa, FL, or Camas, WA. You will partner with internal portfolio decision-makers, research teams, client service associates, and a renowned sales team to provide fee-only fiduciary service with no commissions.

The company emphasizes a training program that elevates finance and capital markets knowledge and supports personalized career development under the guidance of an experienced group manager.

Qualifications

• 2-3+ years of client-facing advising/relationship building within financial services, wealth management, banking, or insurance industries.
• Series 65 or FINRA certifications (client will help you obtain this upon starting).
• Bachelor's degree (highly preferred but can be flex for all stars).

Responsibilities

• Insight Global is looking for multiple Investment Counselors to join their clients team. You will be the voice of our client in the United States, partnering with internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to provide the best service possible.
• With our commitment to being a fee-only fiduciary firm, you'll appreciate compensation that aligns with clients' best interests without relying on commissions.
• Through our training program, you will receive an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager who will assist in navigation of client relationships and career development.

Skills

Client facing

Relationship building

Financial services knowledge

Education

Bachelor's degree

Series 65 or FINRA certifications

Job description

Can sit in either Plano, TX, Tampa, FL or Camas, WA

• 100% paid medical, dental and vision premiums for you and your qualifying dependents


• A 50% 401(k) match, up to the IRS maximum


• 20 days of PTO, plus 10 paid holidays

Must-haves

• 2-3+ years of client facing advising/relationship building within financial services, wealth management, banking, or insurance industries


• Series 65 or any FINRA certifications (client will help you obtain this upon starting)


• Bachelors degree (highly preferred but can be flex for all stars)

PLUSSES

• Any other Series/ FINRA certifications

Day-to-Day

Insight Global is looking for multiple Investment Counselors to join their clients team. As an Investment Counselor, you are the voice of our client in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, we offer an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.