Financial Consultant Job at Insight Global, Palo Alto, CA

UGNGSGZoU29VbFdkNWpBQXUrM2hKelgzU1E9PQ==
  • Insight Global
  • Palo Alto, CA

Job Description

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

Duration: Permanent Hire

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

  • Compensation Breakdown: $75,000/year base pay, $5-10K guaranteed quarterly bonuses in first year, signing bonus, commission
  • Benefits include a 401k match, student loan assistance, annual company profit sharing, medical, vision, and dental coverage plans, and more!

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, Relocation bonus,

Similar Jobs

New Edge Associates a Talent Acquisition Firm

Consumer Compliance Officer Job at New Edge Associates a Talent Acquisition Firm

 ...implementation, and maintenance of a comprehensive compliance program, ensuring adherence to all federal and state banking regulations (e.g., BSA/AML, OFAC, GLBA, CFPB, FDIC, etc.). Identify potential areas of compliance vulnerability and risk; develop and implement corrective... 

US Foods, Inc.

CDL A Delivery Truck Driver - Hiring Immediately Job at US Foods, Inc.

 ...JOIN OUR TRANSPORTATION TEAM! Great Delivery Truck Drivers are crucial to the US Foods team and one of the important faces of our organization. Our truck drivers strive for integrity and reliability while building trusting relationships with customers. Please check... 

Asystem

Director of Finance and Accounting (Seattle) Job at Asystem

 ...transition to a lower carbon and regenerative economy? Earth Finance is hiring a Director of Finance and Accounting to support our...  ...of the company's reported financial results. Manage external banking, audit, tax and other relevant advisory relationships.... 

Atticus Recruiting Inc

Chief Compliance Officer Job at Atticus Recruiting Inc

 ...000 employees and sales, engineering and manufacturing locations in North America, Europe, Middle East, and Asia, seeks a Chief Compliance Officer in its Chicago headquarters. Reporting directly to the General Counsel, the Chief Compliance Officer will develop, implement... 

Healthcare Support

Travel Pharmacist - $3,092 per week Job at Healthcare Support

 ...Healthcare Support is seeking a travel Pharmacist for a travel job in Mishawaka, Indiana. Job Description & Requirements ~ Specialty: Pharmacist ~ Discipline: Allied Health Professional ~ Start Date: 06/16/2025~ Duration: 13 weeks ~40 hours per week ~...