Job Description
Insight Global’s customer in the Banking & Financial Services space is looking for a Financial Advisor to join their team on a full-time, permanent basis to service the Port Charlotte/Wauchula/Sebring region. As a Financial Advisor, you’ll work with credit union branches to acquire and grow member relationships. You’ll provide personalized financial planning and investment advice, while partnering with branch teams to deliver comprehensive wealth solutions.
Key Responsibilities:
- Advise on investments, insurance, and financial planning
- Build and manage a book of business across advisory, brokerage, and insurance
- Deliver excellent member service and identify opportunities for growth
- Develop new relationships through networking and referrals
- Collaborate with branch staff to drive financial education and results
- Monitor financial plans and adjust as needed
- Track pipeline and sales activities to meet revenue goals
- Stay current on market trends, regulations, and products
- Ensure compliance with broker-dealer and credit union policies
- Attend training and maintain required certifications
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
Bachelor’s degree in business, finance, or related field
2+ years in financial planning or wealth management
Minimum of $125K Revenue/Commissions/GDC in the trailing 12-months
FINRA Series 7 & 66 (or 63 & 65)
Florida 2-15 License
Clean FINRA U4 record
Nice to Have Skills & Experience
CFP, ChFC, CRPC Certified
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.