Job Description
One of our top software wealth management clients is looking for an Account Executive for their wealth platform to join their dynamic team. The Account Executive's responsibility will be to connect with prospective clients, understand their financial goals, and match them with the most suitable advisor in the company's network. The Account Executive will play a crucial role in fixing a broken financial advisory system and helping clients make better financial decisions while working with a company that truly puts integrity and the consumer first.
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
- 1-3 years of sales experience
- RIA experience
- Ability to thrive in a fast paced, dynamic environment
- Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work
- Self-motivator with a collaborative spirit
- Flexibility in adapting to new technologies and environments
Nice to Have Skills & Experience
- Bachelor's degree in finance, business or related field
Benefit packages for this role will start on the 1st 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.