Wealth Platform Account Executive: Client Match & Growth

Insight Global; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Insight Global is currently seeking an Account Executive for a leading software wealth management firm in New York. In this role, you will connect with prospective clients to understand their financial objectives and match them with the most suitable advisors in the company's network.

The position plays a vital role in enhancing the financial advisory system and helping clients make informed financial decisions with a company focused on integrity and consumer service.

Responsibilities

• Connect with prospective clients to understand their financial goals.
• Match clients with suitable advisors in the network.
• Help clients make better financial decisions and improve the advisory system.

Skills

Time management

Self-motivation

Collaboration

Adaptability

Education

Bachelor's degree in finance, business or related field

Job description

Insight Global is currently seeking an Account Executive for a leading software wealth management firm in New York. In this role, you will connect with prospective clients to understand their financial objectives and match them with the most suitable advisors in the company's network.

The position plays a vital role in enhancing the financial advisory system and helping clients make informed financial decisions with a company focused on integrity and consumer service.