Financial Planner/Consultant

Job Description
Insight Global is looking for a Financial Planner/Consultant to join a growing Financial Services client of ours in Peoria, IL.

The Financial Planner/Advisor is responsible for strengthening relationship and assist clients who have the need for advice on complex financial situations. The financial planning process includes cultivating referral relationships with internal partners, supporting client relationships based on the needs of clients and partners, and working directly with clients to assess and advise on complex financial planning topics.
Candidates should have a strong background in client and practice management, presentation and communication skills, and expertise in the area of Financial Planning.

Responsibilities include working with assigned internal departments to cultivate a referral relationship. Interact directly with clients in delivering detailed and customized financial plans. Participate in ongoing personal development and ...