Insight Global
Sr Wealth Advisor
Insight Global, Union, Kentucky, United States, 41091
A client is looking for an experienced Wealth Advisor to join their team in the Downtown Cincinnati area. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships: they will have Tier 1 relationships that will be transitioned to them that they will need to service and maintain. They will work closely with both internal and external clients, and will need to be extremely organized and have a process on the way they conduct their business. 2/3 of their time they will spend on maintenance and servicing the account, and 1/3 will be on business development, which this will tend to occur naturally with the existing book. There is no remote work, fully in-office.
Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.
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-7-10 years of successful investment and/or portfolio management experience, within the banking or financial services industry-CFP, CFA, or CHFC (if they dont have they must be willing to get it during employment)-Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.)
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.
Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.
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-7-10 years of successful investment and/or portfolio management experience, within the banking or financial services industry-CFP, CFA, or CHFC (if they dont have they must be willing to get it during employment)-Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.)
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.