Financial Advisor

Job Description

A client of Insight Global is seeking an experienced independent Financial Advisor looking to scale their business to join our team. We are looking for advisors with experience managing a portfolio of $20 million+ in Assets Under Management (AUM). The ideal candidate will provide personalized financial planning and investment advice to clients, helping them achieve their financial goals. This role requires a deep understanding of financial markets, investment strategies, and client relationship management.

Joining our client, you will have access to additional services including insurance, legal services, estate planning, accounting/tax preparation, lead generation, and more. Additionally, we handle all paperwork so that, as an advisor, you can focus on building client relationships and growing your portfolio.

This is a fully remote role. Candidates must be authorized to work in the United States and be physically located in the U.S. for consideration.

Requirements:

Proven experience as a Financial Advisor, with a track record of managing significant AUM.

Need to have a transferable book of business

Strong knowledge of financial markets, investment strategies, and financial planning principles

Proficiency in financial planning software and tools.

Series 65 or 66

Compensation:

This is a fully commission based opportunity. Our client offers an industry high of 85%-90% of advisor fees, as well as stock options based on AUM brought into the business.

Additional Details & Benefits for Advisors:

No paperwork for advisors, this is taken care of internally

Additional offerings for our clients, including tax filings, legal services, insurance and more

Marketing support internally via new lead generation and seminars for growth

Retirement or transition services (book of business buy out)

Full-time

Fully remote