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Hamilton

    Wealth Advisor - Hamilton, United States - Insight Global

    Insight Global
    Insight Global Hamilton, United States

    Found in: Lensa US 4 C2 - 1 week ago

    Insight Global background
    Description
    The Wealth Advisor will serve as the primary point of contact with the Wealth client.

    The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships:

    they will have Tier 1 & Tier 2 relationships that will be transitioned to them that they will need to service and maintain.

    They will work closely with both internal and external clients, and will need to be extremely organized and have a process on the way they conduct their business.

    2/3 of their time they will spend on maintenance and servicing the account, and 1/3 will be on business development, which this will tend to occur naturally with the existing book.


    Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.


    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day.

    We are an equal opportunity/affirmative action employer that believes everyone matters.

    Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

    If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to .

    com.

    To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
    .

    3+ years of successful investment and/or portfolio management experience, within the banking or financial services industry


    • CFP
    • Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.)
    • Face to face client experience (not phone advisors)
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