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Job description
Job Description
nOne of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Havertown, PA. The Financial Advisor (FA) role is a three-year forgivable draw program, designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.
nCore Responsibilities:
nnnDeliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal‑based advice, and completion of required documentation.
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nnServe as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.
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nnConsistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.
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nnIdentify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.
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nnMaintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements,
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n n-Continuing Education standards, and risk‑management expectations.
nnnDemonstrate customer‑centricity by delivering legendary service, modeling WOW‑level interactions, and continually improving the client and partner experience.
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nnContribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.
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nnManage priorities effectively in a fast‑paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.
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n nWe 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 learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:
nSkills and Requirements
nnnBachelor's degree (strongly preferred)
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nnSIE, Series 7 and 66 required (or equivalent)
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nnActive L&H certification or must obtain upon hire
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nnPossesses advanced knowledge of wealth products, services, and business‑development strategies, with proven consultative sales experience and a track record of achieving sales goals across retail and small‑business banking clients.
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nnDemonstrates strong communication, organizational, and time‑management skills, with the ability to build effective partnerships and relationships across departments.
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nnAble to travel and commute daily within the assigned market to meet prospects, clients, and internal partners
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Worksite address
haverford, PA, 19041, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.