Job Search Results for accounting
Dec 04, 2025
Mississauga, ON
|
Accounting / Finance
|
Perm
|
$85k - $100k (estimate)
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We are seeking a Fleet and Procurement Analyst to join our team on a 14-month contract to cover a maternity leave. This unique role offers a 50/50 split between fleet management and procurement... support, providing exposure to multiple business functions. The ideal candidate is detail-oriented, digitally savvy, and an excellent communicator who can collaborate effectively across teams.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/.
Oct 07, 2025
Chatham Township, NJ
|
Accounting / Finance
|
Perm
|
$100k - $105k (estimate)
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The Relationship Manager is a client-facing position dedicated to maintaining, deepening, and enriching client relationships. As the primary contact for all service-related needs of a RIA firm, the... Relationship Manager ensures exceptional service delivery. Additionally, they may assist with various business functions, including marketing, performance reporting, and office administration. This individual will deliver prompt and exceptional client service, handling requests, inquiries, and transactions such as money movement, security transfers, account maintenance, and online access assistance with flawless execution. Manage the new account onboarding process, including preparing and gathering necessary documents, processing applications on the custodian platform, and performing additional tasks as required. Proactively engage with clients to enhance and grow relationships and assist the team in preparing for client meetings. The ideal candidate is detail-oriented, and possesses strong communication, organizational, time management, and problem-solving skills.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/.
Oct 10, 2025
San Francisco, CA
|
Accounting / Finance
|
Perm
|
$100k - $250k (estimate)
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A client of Insight Global is seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high... level of coordinated advice and service to their clients. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning.Responsibilities include onboarding new clients, servicing existing clients, demonstrating proficiency in sales and integrating the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with assets in excess of $3M.This role works with individuals and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. You will be responsible for onboarding new clients while also servicing existing clients. In addition, you will be able to show your sales skills as you will help drive and close 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 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/.
Oct 23, 2025
Fort Mill, SC
|
Accounting / Finance
|
Perm
|
$60k - $75k (estimate)
{"JobID":459400,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-80.94,"Longitude":35,"Distance":null},"State":"South Carolina","Zip":"29715","ReferenceID":"CLT-7566e4f0-761f-4199-9f22-d48da4477b21","PostedDate":"\/Date(1761251745000)\/","Description":"?Conduct benefits open enrollments, orientations, and prepare and distribute benefits enrollment materials and document administrative procedures for benefit enrollments.?They also serve as the primary contact with carriers, brokers, outsourced payroll provider and third-party administrators, responding to benefits inquiries from employees relating to status changes, clarifying plan provisions, and other general inquiries. ?This position processes leaves of absence requests, disability paperwork, FMLA, medical and personal leaves as well as exit letters for terminations.?Overseeing maintenance of employee benefits files, maintaining groups benefits databases/portals and updating employee records.?Coordinates the PTO program and serves as the lead resource for input, maintenance and quality checks and acts as a liaison to the outsourced payroll processor to accurately update employee records, deductions and compensation. ?Secondary duties are to reconcile payroll and benefits invoices and balance the reports to ensure accuracy of billing. ?Coordinate, plan and execute company events. ?Processing the weekly expense reports for all pertinent staff?Assisting in the research and drafting of appropriate company policies (SOP Documents)?Supporting special projects in the finance department such as annual governmental reporting, auditing and updating the SMT forms?Maintaining the fixed asset system and ensuring its accurate and complete in regards to new fixed assetsWe 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Benefits Coordinator","City":"Fort Mill","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?Bachelor?s Degree from an accredited college or university in Human Resources, Business Administration or other related fields required. ?Familiarity with carrier billing and reconciling to payroll deductions?Proficiency in MS Office products (primarily Excel, Word and Outlook) and Teams. ?Working knowledge of an ERP system is a plus.?Knowledge of pertinent federal and state regulations filing and compliance requirements and other laws affecting benefit programs such as FMLA, COBRA, and Section 125.?Strong communication and analytical skills. ?Must be able to work independently and collaboratively with general instruction and broad work expectations under tight deadlines.?Physical conditions require sitting, walking, talking and hearing, using hands to type, stooping, kneeling, crouching, twisting, reaching and stretching. Continuous ability to lift 10 pounds; Frequent ability to lift 15 pounds and Infrequent ability to lift 50 pounds","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":75000.0000,"SalaryLow":60000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
?Conduct benefits open enrollments, orientations, and prepare and distribute benefits enrollment materials and document administrative procedures for benefit enrollments.?They also serve as the... primary contact with carriers, brokers, outsourced payroll provider and third-party administrators, responding to benefits inquiries from employees relating to status changes, clarifying plan provisions, and other general inquiries. ?This position processes leaves of absence requests, disability paperwork, FMLA, medical and personal leaves as well as exit letters for terminations.?Overseeing maintenance of employee benefits files, maintaining groups benefits databases/portals and updating employee records.?Coordinates the PTO program and serves as the lead resource for input, maintenance and quality checks and acts as a liaison to the outsourced payroll processor to accurately update employee records, deductions and compensation. ?Secondary duties are to reconcile payroll and benefits invoices and balance the reports to ensure accuracy of billing. ?Coordinate, plan and execute company events. ?Processing the weekly expense reports for all pertinent staff?Assisting in the research and drafting of appropriate company policies (SOP Documents)?Supporting special projects in the finance department such as annual governmental reporting, auditing and updating the SMT forms?Maintaining the fixed asset system and ensuring its accurate and complete in regards to new fixed assetsWe 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/.
Nov 21, 2025
Cleveland, OH
|
Accounting / Finance
|
Perm
|
$140k - $175k (estimate)
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Insight Global is seeking an IT Vendor Management specialist to work at one of our top clients that is a fortune 250 company. This person is going to be responsible for a large enterprise company... with 100-150 million in vendor spend. In addition, they will be supporting roughly 400 million in total IT spend. This person is going to be organizing where the total costs are being spent across vendors. They will be responsible for collecting and reporting, contact negotiations, and contract management. This person will be supporting the sourcing, contract execution, budget planning and vendor performance management. The team member will have frequent interactions with Legal, Supply Chain, Cyber Security and Digital & IT finance teams.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/.
Dec 02, 2025
Brentwood, TN
|
Payroll
|
Contract
|
$19 - $24 (hourly estimate)
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This position is responsible for supporting the payroll team in the analysis and processing of payroll to ensure accuracy and compliance with all applicable state and federal wage and hour laws. ?... Assist Payroll Manager in the overall improvement of payroll processing efficiency and accuracy to ensure compliance with federal/state regulations and Company policy. ? Verify and validate payroll tax application and lead the reconciliation of payroll tax accounts. ? Perform research of newly imposed payroll taxes to provide proper guidance and understanding of correct application. Recommend and assist in the implementation of process changes and best practices to comply with payroll tax laws. ? Assist with setting up new store locations with local payroll tax withholding obligation, registration with local agencies and filing of all local services tax returns. ? Assist with reconciling Biweekly Payroll with Quarterly filing to ensure validity of payroll information. ? Complete and support reporting for audits and requests from the internal audit team. Audit all payroll related balance sheet accounts. Ensure compliance with all Sarbanes-Oxley (SOX) audit requirements. ? Partner with finance and accounting teams to accurately record and reconcile payroll labor expense. ? Work with outside vendor on the setup and configuration of all payroll processes according to company policy. Test all changes to ensure accurate payroll processing. ? Provide excellent customer service to all Team Members and business partners and stakeholders ? Process termination, relocation, manual, and retro payments. ? Research missing pay. ? Set up new locations for Wisely Paycard. ? Additional administrative ad hoc projects as assigned.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/.
Sep 06, 2023
Toronto, ON
|
Accounting / Finance
|
Contract
|
$47 - $59 (hourly estimate)
{"JobID":309333,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-79.3799767272727,"Longitude":43.695683,"Distance":null},"State":"Ontario","Zip":"M4W1A5","ReferenceID":"TOR-68de8890-e9b2-41cb-9bc8-d4f60b8c34f9","PostedDate":"\/Date(1693991797000)\/","Description":"Insight Global is looking for 2 Sr Marketing Managers to join a large client downtown Toronto. The qualified candidates will be working on digital acquisition for credit cards. They should have experience working in the digital space and working on technical platforms. We 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Sr Marketing Manager","City":"Toronto","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 6+ years of experience in the digital space - Digital media experience - Digital platforms: Campaign Manager, Google Analytics, Meta Business Manager, etc. - Large media marketing campaigns","Skills":"- Agency background","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":58.5000,"SalaryLow":46.8000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is looking for 2 Sr Marketing Managers to join a large client downtown Toronto. The qualified candidates will be working on digital acquisition for credit cards. They should have... experience working in the digital space and working on technical platforms. We 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/ .
Sep 26, 2025
Plano, TX
|
Accounting / Finance
|
Contract-to-perm
|
$19 - $24 (hourly estimate)
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Insight Global is looking to hire Loan Processors and Loan Closers to work for a large mortgage client in Plano, TX, Phoenix, AZ, Moorpark, CA and Tampa, FL. All positions are onsite Monday-... Friday.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/.
Oct 28, 2025
Irving, TX
|
Accounting / Finance
|
Perm
|
$85k - $110k (estimate)
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The Strategic Pricing Manager develops and executes long-term pricing strategies by analyzing market trends, customer behavior, and competitive dynamics, working closely with cross-functional teams... to align pricing with business objectives and maximize profitability, revenue growth, and value capture across key marketsBusiness Strategy and Policies?Develop pricing strategies that align with long-term business goals by incorporating market intelligence, customer segmentation, and competitive benchmarking, to maximize profitability and market share.?Conduct in-depth analysis of market trends, competitor pricing, and customer behavior by using analytical tools and BI platforms, to support informed pricing decisions.?Identify customer value drivers and willingness-to-pay by analyzing transaction data and sales insights, to define differentiated pricing strategies that reflect perceived value.Execution and Optimization?Collaborate with Sales, Finance, and Marketing to align pricing strategies with commercial objectives, ensuring stakeholder buy-in and coordinated implementation.?Lead high-impact pricing negotiations with key customers by leveraging data-driven insights and value communication, to maximize value capture and strengthen customer partnerships.?Monitor pricing performance and KPIs by developing dashboards and reports, and adjust strategies accordingly, to drive continuous improvement in revenue and profitability.?Support other commercial analytics needs on an ad-hoc basisTools, Models, and Governance ?Build and maintain pricing models, tools, and frameworks by working with Finance and BI teams, to support scalable, repeatable, and transparent pricing decisions. ?Stay informed on pricing best practices and emerging trends by attending industry events, networking with peers, and applying insights to enhance internal capabilities.?Margin Improvement vs Baseline ?Price Realization vs Target?Model Accuracy / Pricing Decision Support Effectiveness?Innovation Adoption Rate (New Pricing Strategies/Tools)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/.
Nov 07, 2025
Keene, NH
|
Accounting / Finance
|
Perm
|
$72k - $108k (estimate)
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Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new \u0026 existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners \u0026 affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank \u0026 Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client\u0027s asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training \u0026 on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community initiativesWe 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Financial Advisor","City":"Keene","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-Bachelor\u0027s degree strongly preferred-2+ years of providing advice, planning and investment salesSIE, Series 7, Series 63 required-Required to have L\u0026H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":108160.0000,"SalaryLow":72280.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management... solutions. A 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. Depth & Scope:? Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new & existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners & affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank & Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community initiativesWe 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/.