• Financial Advisor

    Insight Global (Horsham, PA)


    Job Description

    Our client is a Financial Advising and Insurance firm in North Wales, PA. We are looking for a Financial Planner to join their team to help them grow their client base. This Planner will be working with warm clients and expected to build and/or bring over their own book of business. This firm does comprehensive financial planning including, life and health insurance, P&C insurance, 401k, IRA, retirement and family planning, etc. This advisor will be assisting with all of these client needs.

     

    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 (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

     

    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/ .

     

    Skills and Requirements

    Must-haves:

    1-5 years of experience as a Financial Advisor/Planner (can come from bank or private firm or possibly insurance background)

     

    Series 6 or 7 highly preferred

     

    Own book of business (clients under managed assets) or network of potential clients

     

    Ability to speak the finance and insurance language with clients and sell to warm and cold leads PA Life and Health Insurance License

     

    PA Property and Casualty Insurance License

     

    B2B Sales background

     

    Sports or Athletic background

    experience selling annuities null

    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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].