Investment Counselor (Director)
Insight Global, San Francisco, CA, United States
Job Description
Insight Global is looking to hire an Investment Counselor to work for a large financial client. This role can sit in Los Angeles or San Francisco. You will be working directly with Ultra High Net Worth clients such as lawyers, accountants, asset managers and other management professionals.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
Proven track record working with Ultra High Net Worth clients
Experienced with implementation and oversight of investment solutions, and the ability to provide advice and guidance on markets and actionable investment ideas.
Ability to cross sell to existing clients
CFA, MBA degree or other advanced degree a plus.
S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
5+ years of experience as an advisor
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We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
Proven track record working with Ultra High Net Worth clients
Experienced with implementation and oversight of investment solutions, and the ability to provide advice and guidance on markets and actionable investment ideas.
Ability to cross sell to existing clients
CFA, MBA degree or other advanced degree a plus.
S7, S66 (or 63 & 65) & S31; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
5+ years of experience as an advisor
#J-18808-Ljbffr