About this opportunity
Insight Global lists this Financial Consultant (Syracuse) opportunity in syracuse, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description
nInsight Global is seeking a Financial Consultant for a large financial services client. This individual will provide in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. These are in-person roles, client facing and must be comfortable hosting events at client sites.
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
n• Series 7
n• Series 63 or 66
n• Life and Health Insurance License (Resident State)
n• 3-5 years of client-facing experience in retirement planning, financial advising, or wealth management
Worksite address
syracuse, NY, 13235, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.