Licensed Financial Consultant Job at Insight Global, Burlingame, CA

bkFUNFBST2grclI4UWg3b01MYzZDMFlr
  • Insight Global
  • Burlingame, CA

Job Description

Location(s): Burlingame, CA or Palo Alto, CA (Relocation Assistance Provided)

Duration: Permanent Hire

Total First Year Compensation: $175,000 - $200,000+

Overview:

One of our premier financial services clients is seeking an experienced Financial Consultant to join their one of their Bay Area branches. This is a client-facing role where you will provide personalized financial guidance and planning, leveraging the firm’s open architecture platform and industry-leading resources. You’ll work with an established client base while expanding your reach and deepening relationships.

Key Responsibilities:

  • Deliver comprehensive financial planning and investment advice through face-to-face client interactions.
  • Manage and grow an existing book of business, maintaining strong relationships with high-net-worth clients.
  • Identify client needs and recommend tailored investment solutions across a broad range of products.
  • Collaborate with internal partners to ensure a seamless client experience.
  • Represent the firm’s brand with professionalism and integrity in all client engagements.
  • Commit to long-term client success and see yourself growing in this role for 2–3+ years.

Qualifications:

  • Licensing:
  • Active Series 7 license (required)
  • Series 63 license (minimum); Series 66 or 63/65 strongly preferred
  • Experience:
  • 3–5 years of hands-on financial planning experience
  • Proven track record managing your own book of business
  • Experience working with 250+ high-net-worth clients and managing $100M+ in AUM (400–450 households)
  • Familiarity with 3 or more investment products/solutions
  • Skills & Attributes:
  • Strong relationship-building and consultative selling skills
  • Ability to uncover client needs and deliver customized financial strategies
  • Client-focused mindset with a long-term commitment to the role and firm

Job Tags

Permanent employment, Relocation package,

Similar Jobs

Lawyers On Demand

Document Reviewer Job at Lawyers On Demand

Lawyers on Demand, a Consilio Company, is one of the largest and fastest growing global legal services businesses, and as a new law pioneer, we continue to lead the market weve created. With a global team of over 600 attorneys and consultants working across our secondments...

Recruiting from Scratch

Staff Android Engineer Job at Recruiting from Scratch

 ...Company We are the worlds largest dating app for gay, bi, trans, and queer people....  ...interesting about this role? Working on our Android team, youll have the opportunity to...  ...Job? Use the latest technologies to develop highly innovative consumer mobile... 

vTech Solution

Interventional Radiologist Job at vTech Solution

Job Summary: This travel Registered Nurse position in Interventional Radiology requires a minimum of two years of experience and involves a mix of inpatient and outpatient care. The role includes various procedures and responsibilities, including medication administration... 

High Meadows School

School Custodian Job at High Meadows School

 ...hours Ability to perform repetitive motion for long periods of time Experience with using cleaning equipment, including vacuum cleaners, floor buffers, and cleaning solutions Background in handling, mixing, and using cleaning chemicals Knowledge of... 

Allied Reliability

Field Engineer Job at Allied Reliability

 ...Allied Reliability is seeking two Field Engineer IIs ( 1 based in Cleveland, OH area and 1 based in Detroit, MI area) to assist Group Vice President(s), location management teams and Corporate Quality and Engineering in overseeing long range capacity planning for assigned...