Job Description
Insight Global is seeking a licensed Financial Advisor in the Londonderry, NH area for a direct hire opportunity. This is a family-owned relationship driven firm where your voice matters and the opportunity for growth are here, with fully funded marketing budget and team eager to continue to grow. We are seeking a motivated individual who has an interest in growing a book of business. You will be responsible for running and hosting workshops, presentations, and other outreach activities to obtain new customers. You’ll deliver holistic and tailored financial plans, while providing research and analysis for client meetings. You’ll lead financial workshops 1-2 times a week and support an ongoing portfolio management and financial plan updates in collaboration with the team.
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/.
Required Skills & Experience
3 years as a financial advisor in investment advisory services
IAR, investment advisory
Series 65 or equivalent
Highly motivated and excellent communication skills
Experienced doing workshops and or proactively adding new clients
Nice to Have Skills & Experience
Life& health insurance licensure
Bachelor’s Degree
CRM
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.