Job Search Results for financial advisor

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in West Babylon, NY. The Financial Advisor (FA) role is a three-year program with a forgivable draw,... More designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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 HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Borough Park, NY. The Financial Advisor (FA) role is a three-year program with a forgivable draw,... More designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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 HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Rego Park (Queens), NY. The Financial Advisor (FA) role is a three-year program with a forgivable... More draw, designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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 HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Financial Planning Support Specialist will report directly to the Director of Financial Planning Analytics & Experience. You will be the primary SME and field- facing consultant on all aspects of... More the First Command financial planning software. You will be responsible for: - Respond to incoming questions and requests from Financial Advisors, support staff, and business partners- Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables- Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.- Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market- Contribute to the creation of training content based on experience with variety of support request- Collaborate closely with BIS to report/resolve issues, test new releases, and to support other projects as needed- Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech (Financial Technologies)- Develop and maintain deep expertise on financial planning software tools and related FinTech- Coordinate with other home office teams as needed to resolve advisor support requestsWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

The Financial Planner position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is... More an ideal position for someone who enjoys working in a team environment with a wide range of clients and has the experience and planning knowledge to make each relationship valuable.Analyzing clients? financial data gathering to provideAdvisors with financial planning recommendationsAttending client meetings as subject matter expert for specific planning topicsAssisting with the creation, delivery, and implementation of complex financial plans for clientsResearching of specific financial planning topicsAdminister and maintain client information across various Financial Planning SoftwareDevelop, implement and maintain policies and procedures for the departmentCommunicate with Advisors on best practices on financial planning subjectsKeep Advisor team up to date on current events related to financial planning Provide comprehensive financial planning strategies that include but are not limited to the following:- Estate Strategies- Tax Planning- Retirement Planning- Cashflow Analysis- Social Security Planning- Pension Analysis- Stock OptionsWe 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 HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

A global leader in the original design and manufacture of innovative aerospace ground support equipment and tooling is seeking a strategic and results-driven Chief Financial Officer to lead the... More financial operations of there global organization. The CFO will be a member of the executive team, responsible for overseeing financial reporting, planning, and risk management. This role requires both high-level strategic thinking and hands-on financial management experience in a dynamic and growing environment.1. Strategic Financial Leadershipa) Exemplify, retain, and communicate ?up to date? ASC, GAAP, IFRS, and related accounting pronouncements in accurate financial reporting for domestic and international business units and affiliated entities. b) Develop and execute financial strategies aligned with the company's goals and objectives.c) Serve as a strategic advisor to the CEO, President, and COO on financial planning and business operations.d) Participate in key decisions as a member of the executive leadership team.2. Accounting, Reporting, and Risk Management a) Ensure accurate and timely financial statements in accordance with ASC, GAAP, and IFRS pronouncements to ensure meeting regulatory reporting standards. b) Oversee statutory audit requirements with international operations. c) Oversee cost accounting and related functions. d) Maintain a strong internal control environment.e) Identify and mitigate financial and operational risks.f) Oversee tax compliance and reporting requirements. 3. Tax and Compliance, legal formation.a) Have a deep knowledge and understanding of tax compliance and reporting requirements for an international company. The candidate must have a deep understanding of a multitier pass-through entity format. Significant knowledge of pass-through entities is preferred. b) Experience in tax planning in a family office format, with multi-entity tax year planning preferred. Preference for knowledge in a variety of entities, including estate planning.c) Deep understanding of legal formation and annual compliance requirements needed4. Financial Planning & Analysisa) Provide timely and accurate financial analysis, performance metrics, and business insights.b) Monitor financial performance and proactively recommend corrective actions.c) Supporting M&A opportunities, as may be required, including due diligence and analysis. 5. Cash Flow & Treasury Managementa) Manage cash flow and banking relationships and provide input to ownership on investment strategies.b) Oversee financing, capital structure, and risk management initiatives.6. Operational Efficiencya) Evaluate and optimize financial systems, tools, and processes for scalability and efficiency.b) Partner with department heads to drive financial discipline across the organization.c) Lead commercial insurance and risk management. Understanding of insurance requirements for a multi-entity international organization. 7. Team Leadershipa) Lead, mentor, and develop a high-performing finance and accounting team.b) Foster a culture of continuous improvement, accountability, and collaboration.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 HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a highly skilled BlackLine Implementation Consultant to support a major consulting partner working with a Crown Corporation in the lottery and gaming sector. This is an... More initial 2-month full-time contract with a strong likelihood of extension into additional projects. The role is fully remote within Canada, with working hours aligned to the PST time zone.As part of a lean, high-performing team of three, this consultant will take full ownership of delivery. The role involves end-to-end configuration of BlackLine modules, hands-on integration with SAP S/4HANA, and direct client engagement through design workshops, requirements sessions, and end-user training.The end client is leveraging BlackLine for their financial close, with the Transaction Matching module being the primary focus for this engagement. While SAP S/4 is already partially integrated for matching, additional net-new integration work is required. The consultant will be responsible for defining the process, gathering requirements, and overseeing configuration, collaborating closely with the client?s IT team to ensure seamless data flow and alignment with accounting processes.Key Responsibilities Include:- Configuring BlackLine modules with a focus on Transaction Matching- Designing and documenting business and technical requirements- Leading client-facing workshops, design sessions, and training- Overseeing and guiding integration activities with SAP S/4HANA- Collaborating with the end client?s IT and finance teams to ensure successful deploymentWe 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 HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews.... More Other daily, weekly, and/or monthly tasks may include:?Submitting allocation changes that the advisors have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMD?s, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc.?Utilizing websites and software to obtain client and product information?Responding to client service calls, emails and texts in a friendly and professional manner?Completing each service request and resolving client issues in a timely manner?Inputting detailed notes into CRM and keeping updated?Coordinating and following up on client transfers, contributions, distributions?Preparing servicing documents, communicating with clients to obtain signatures and/or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion?Updating client plans for upcoming review appointments and processing post-review follow up items?Maintaining professional communication with clients and other team members?Assisting in setting client appointments for advisors when needed?Cross training to assist with New Business processing?Meeting with clients to review plans, answer questWe 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 HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We are seeking a strategic Head of Human Resources to join one of our Financial Services clients. This role will oversee talent acquisition, employee engagement, performance management, and... More compliance, ensuring our people strategy aligns with business objectives. The ideal candidate will be a trusted advisor to leadership and a champion for a positive, inclusive workplace culture.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 HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is hiring a Part-Time Administrative Assistant to join a fast-paced, client-focused financial advisory firm in Nashua, NH. The Administrative Assistant will support daily business... More operations, allowing advisors to focus on client relationships and business growth. This role is ideal for someone highly organized, detail-oriented, and comfortable managing multiple tasks in a professional office environment. Key Responsibilities: Administrative Support (90%)? Prepare correspondence for advisor signature.? Track client and practice materials, including business correspondence.? Schedule client appointments and prepare agendas/forms.? Conduct appointment reminders and follow-up calls.? Assist planning assistants, paraplanners, associate financial advisors, and advisors.? Perform other allowable duties as assigned.Client Care (10%)? Greet clients upon arrival and extend hospitality.? Set up and maintain client management systems.? Write notes or letters to clients (administrative nature only).? Document client contacts/calls.? Track client special events and make appropriate contact.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 HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less