- Willing to work in the office, client-facing.
- Experience managing HNW clients (1-10m range)
- Experience with tax and estate planning.
- CFP or CRPC preferred or goal to obtain within 2 years.
- Comfortable with public speaking and hosting dinner seminars
- Strong network in Tampa/Largo/St Pete
- Experience with MoneyGuidePro, Nitrogen, Orion preferred.
- Experience with custodians: Fidelity, Goldman Sachs, Schwab
- Growth mindset
- Knowledgeable of the Markets and Economies
- Knowledge of various asset classes: Stocks, Bonds, Alternatives, insurance products
- Knowledge of investment vehicles: Mutual Funds, ETFs
- Currently holds series & 65 in lieu of 66)
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Financial Advisor - Westport, United States - Insight Global
Description
One of our financial services clients are Looking for an experienced advisor with a growth mindset, who will assist with managing a book of HNW clients.
The ideal candidate will be able to utilize our rich product portfolio and exceptional prospecting opportunities, to grow the company and your own career.
You will work closely with clients to provide comprehensive and holistic financial planning services. Additionally, will host dinner seminars to bring on HNW-UHNW prospects. Cultivate and sustain current relationships with the firm, while leveraging our resources to bring in new business.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:
.
Min. 5 years of hands-on financial planning or similar professional experience in an investment, wealth management, environment
