Financial Advisor - Borough Park, NY

Job Description
One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Borough Park, NY. The Financial Advisor (FA) role is a three-year program with a forgivable draw, 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.

Core Responsibilities:
- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analys...