• Financial Advisor

    Insight Global (Venice, FL)


    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 Bee Ridge/Fruitville/North Port/Venice 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 [email protected] 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

     

    Bachelor’s degree in business, finance, or related field

     

    2+ years of professional experience in financial planning, wealth management, financial operations & support, advisor-support, compliance, risk, service, and client facing support functions.

     

    FINRA Series 7

     

    Clean FINRA U4 record FINRA Series 66 (or 63 & 65)

     

    Florida 2-15 License

     

    Minimum of $125K Revenue/Commissions/GDC in the trailing 12-months

     

    CFP, ChFC, CRPC Certified