Financial Advisor

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in King of Prussia, 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.

MUST HAVE CURRENT Series 7 AND Series 66 Certifications!

Core Responsibilities:

• Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal‑based advice, and completion of required documentation.
• Serve 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.
• Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.
• Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.
• Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements,
• Continuing Education standards, and risk‑management expectations.
• Demonstrate customer‑centricity by delivering legendary service, modeling WOW‑level interactions, and continually improving the client and partner experience.
• Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.