Senior Wealth Advisor

Insight Global is looking for a Senior Wealth Advisor in the St. Matthews, KY area! Below is more information in what we are looking for in candidates and what the day to day responsibilities of the position:Desired skills and Experience:• Successful investment and/or portfolio management experience, within the banking or financial services industry• CFP or CHFC (must be willing to get it during employment if not already in hand)Nice to Have Skills and Experience:• -Salesforce or MoneyGuide Pro experienceDay to Day Responsibilities:A client is looking for an experienced Wealth Advisor to join their team in the Saint Matthews, KY area. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. They will work with ultra high net worth clients and really deepen those client relationships. Their main responsibilities is to service the client, advise them on best practices/trends, financial planning, and really taking care of the current book of business. There is no remote work, fully in-office.Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.• **Compensation: up to 130k!Exact compensation may vary based on several factors, including skills, experience, and education.Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.