Associate Financial Advisor

Insight Global is hiring an Associate Financial Advisor for a fast-paced, client-focused financial advisory firm in Nashua, NH. The Associate Financial Advisor will play an instrumental role in supporting daily business operations, assisting lead advisors in helping clients achieve their financial goals, and gradually building their own client base. This position is ideal for someone who enjoys both client interaction and operational support, and who is eager to grow within a professional, ethical, and collaborative environment.

Marketing & Client Acquisition (50%)
- Develop and implement marketing strategies to attract new clients.
- Network with local professionals and reciprocal partners (real estate attorneys, accountants, estate planners, mortgage brokers, insurance agents).
- Prospect by engaging with local businesses and community organizations.
- Coordinate and participate in client seminars and appreciation events.

Financial Planning & Advice (25%)
- Gather and analyze client data; prepare financial plans and recommendations.
- Participate in client meetings (discovery, presentation, and ongoing reviews).
- Shadow senior advisors to learn best practices and client engagement strategies.
- Support data entry, filing, and preparation for meetings.

Business Management & Client Care (25%)
- Maintain client management systems and records.
- Respond to client communications and provide administrative support.
- Participate in staff meetings and contribute to process improvements.

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/.

- Bachelor’s degree (or higher) in Finance, Economics, or a related field.
- Motivation to work in a small, boutique firm environment (not seeking large firm experience).
- Strong interest in sales and client acquisition.
- Willingness to receive and manage clients referred from senior advisors
- Desire to build long-term relationships and provide high-touch client service.

- Experience in finance or related area is a plus
- Existing Series 7 and/or 66 or other relevant licenses are a plus; candidates already working at a firm and licensed are highly valued.

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.