Job Search Results for financial advisor

Insight Global is hiring a Governance and Controls Consultant for a large financial institution to support the People, Culture & Talent (PCT) Governance & Controls function. This role will focus on... More strengthening governance frameworks, enhancing control design, and ensuring effective risk management practices across HR and PCT processes. The Consultant will act as a hands-on advisor to the business, supporting the effective management of operational, regulatory, and business risks. The ideal candidate brings strong experience in control documentation, process mapping, HR processes, and stakeholder engagement within large, complex organizations.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/.Less

Insight Global is seeking a Finance and Business Operations Manager to lead financial planning, analysis, and business operations in support of complex government programs. This role serves as a... More strategic partner to program and functional leadership, providing data-driven insight, financial governance, and disciplined execution. The manager is responsible for leading a multidisciplinary team, ensuring compliance with contractual and regulatory requirements, and enabling informed decision-making across the organization. Role Responsibilities: 1) Leadership & Management- Provide strategic leadership, set performance expectations, and drive accountability to align team execution with program, contract, and organizational goals.- Lead workforce planning and development (recruiting, performance management, succession planning) to build and sustain high-performing teams.2) Financial Analysis & Decision Support- Conduct variance analysis and develop financial models/scenario planning to identify drivers, risks, and forward-looking impacts.- Partner with Program Managers and leadership to support forecast accuracy, resource allocation, and translate data into actionable insights.3) Financial Operations & Compliance- Ensure compliance with contract terms, US GAAP, and Cost Accounting Standards while maintaining accurate and timely financial reporting (monthly/quarterly/annual).- Lead budgeting, forecasting, EACs, and financial controls (billing, cash flow, audits) to ensure disciplined cost management, risk mitigation, and audit readiness.4) Financial Excellence & Stakeholder Enablement- Support program reviews and leadership engagements with data-driven insights while balancing stakeholder needs with financial governance and discipline.- Serve as a trusted advisor by identifying and managing financial/operational risks and proactively communicating impacts and mitigation strategies.This is a direct hire position, hybrid in Colorado Springs, CO or Huntsville, AL. The salary range for this role is between $160,000-$180,000/yr depending on years and level of experience, education, and certifications. This role requires an Active Secret Clearance. Typical benefits offered include flexible work schedules, educational reimbursement, retirement benefits (401K match), employee stock purchase plan, health benefits, tax saving options, disability benefits, life and accident insurance, voluntary benefits, paid time off and paid holidays, and parental leave.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/.Less

Our client in the greater Cleveland area is seeking an Entry-Level Pricing Analytics Analyst to support a high-impact initiative. This role will work closely with senior leadership and the Advisor... More Operations team to analyze Salesforce data, validate actions, and deliver insights that drive advisor accountability and incentive outcomes.This is an excellent opportunity for a recent college graduate with a degree in Mathematics, Analytics, Economics, or a related field who has taken data-focused coursework and enjoys working hands-on with Excel, data validation, and trend analysis.You will support a firmwide project by transforming Salesforce data into clear insights that help leadership understand progress, accuracy, and impact.Key responsibilities include:? Extracting reports from Salesforce and analyzing data in Excel? Comparing current activity against baseline spreadsheets? Identifying trends, inconsistencies, and data gaps ? Performing audit-style reviews to confirm changes were correctly applied? Building and maintaining Excel-based analysis (pivot tables, comparisons, summaries)? Supporting year-end incentive validation, including: ? Calculating incremental value generated by advisors? Validating Salesforce data used to justify incentive payouts? Documenting repeatable processes (audit steps, reporting workflows, validation logic)? Presenting findings and insights to leadershipWe 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/.Less

Insight Global is seeking an accomplished Chief of Staff to support the Business Operations team at it's top FinTech client. This is a high-impact, hands-on leadership role focused on driving... More operational excellence, strategic execution, and resource management across a fast-moving business unit. The Chief of Staff will partner closely with senior leadership and work extensively across the product development lifecycle, collaborating with product managers, engineers, and designers. This role will lead a team responsible for key operational priorities, including managing operating cadences and executive agendas, ensuring clarity and alignment in communications, overseeing workforce and resource planning, and supporting executive decision-making. As a trusted advisor and right hand to the executive, this individual will guide teams through complex initiatives, resolve competing priorities, and ensure the organization operates efficiently and effectively.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/.Less

Insight Global is looking for a Finance Manager to support a large academic medical center in NYC, working closely with the Surgery and Transplant departments. This role is responsible for overseeing... More day-to-day financial performance, including budgeting, forecasting, variance analysis, and reporting, while ensuring a clear understanding of where funds come from and how they?re spent across clinical, research, and education operations. The Finance Manager partners closely with both central finance leadership and departmental leaders to explain financial results, support strategic planning, evaluate new initiatives, and ensure all funding sources?such as clinical revenue, grants, and philanthropy?are used appropriately and in compliance. This role may also manage junior finance staff and serves as a key financial advisor to department leadership, helping keep accounts balanced and supporting long-term planning.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/.Less

Insight Global is looking for a Finance Manager to support a large academic medical center in NYC, working closely with the Surgery and Transplant departments. This role is responsible for overseeing... More day-to-day financial performance, including budgeting, forecasting, variance analysis, and reporting, while ensuring a clear understanding of where funds come from and how they?re spent across clinical, research, and education operations. The Finance Manager partners closely with both central finance leadership and departmental leaders to explain financial results, support strategic planning, evaluate new initiatives, and ensure all funding sources?such as clinical revenue, grants, and philanthropy?are used appropriately and in compliance. This role may also manage junior finance staff and serves as a key financial advisor to department leadership, helping keep accounts balanced and supporting long-term planning.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/.Less

Insight Global is looking for a Backend Developer to join a leading wealth management client supporting the continued buildout of a digital advisor portal. This initiative is a high-priority,... More enterprise-wide effort focused on delivering new features and enhancing the overall advisor and client experience.This individual will play a key role in backend development, working closely with engineering, product, and architecture teams to design and deliver scalable services that support onboarding, investment products, and advisor workflows. The environment is highly collaborative and fast-paced, with a strong emphasis on modern cloud-native development using AWS. This role is a short term (3 month) initial contract with the opportunity for conversion to full time employment and high likelihood of extensions based on performance. Key Responsibilities:- Design, build, and maintain backend services using Node.js in a cloud-native environment- Develop and manage infrastructure using AWS CDK (Cloud Development Kit)- Contribute to the ongoing enhancement and expansion of a digital advisor portal for wealth management clients- Partner with cross-functional teams (product, UX, frontend, architecture) to deliver new features end-to-end- Build scalable APIs and microservices to support client onboarding, account management, and investment workflows- Ensure high performance, security, and reliability of backend systems- Participate in code reviews, testing, and CI/CD processesTroubleshoot and resolve production issues as neededWe 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/.Less

One of Insight Global?s leading Financial Management clients is looking for a New Business Coordinator responsible for managing the front end of the client journey. This would involve qualifying... More prospective clients, scheduling appointments, and ensuring a high-quality experience before they ever meet with an advisor. This is not a traditional administrative role. This position plays a direct role in firm growth by improving appointment conversion, reducing no-shows, and ensuring our advisors are meeting with the right client families. The ideal candidate is polished on the phone, naturally persuasive, highly organized, and takes ownership of outcomes?not just tasks.Key Responsibilities:Prospect Qualification - Conduct initial outreach and phone conversations with inbound leads- Assess alignment with Freedom Financial?s ideal client profile- Determine appropriate next steps: schedule, nurture, or disqualify- Ensure advisors are meeting with qualified, high-fit prospectsAppointment Scheduling & Calendar Coordination- Schedule all new prospect appointments (intro calls, first visits, etc.)- Optimize advisor calendars for efficiency and flow- Ensure all required information is gathered prior to scheduling- Set clear expectations with prospects regarding the meetingAppointment Conversion & Follow-Up- Proactively follow up with cancellations, no-shows, and reschedules- Re-engage prospects using a confident, service-oriented approach- Reinforce the value of the meeting and encourage commitment- Maintain consistent follow-up cadence until resolutionProspect Experience & Preparation- Ensure prospects feel informed, prepared, and confident prior to their first meeting- Send confirmations, reminders, and pre-meeting instructions- Serve as a professional and welcoming first point of contactPipeline Tracking & Coordination- Maintain accurate records of all prospect interactions within CRM- Track progress from initial inquiry through appointment attendance- Provide clean, complete handoffs to internal team membersAdministrative Support (Secondary Responsibility)- Provide backup support for incoming phone coverage when needed- Assist with light administrative tasks during peak periodsWe 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/.Less

Insight Global is seeking Delivery Leads to oversee delivery across multiple Agile pods supporting a Wealth Management technology portfolio. This role will lead delivery for a mix of core platforms,... More vendor applications, and AI-driven initiatives, ensuring alignment with enterprise risk, legal, and responsible AI frameworks. The Delivery Lead will play a key role in moving POCs into funded initiatives, including AI chatbot and advisor-facing solutions built on the Microsoft Azure ecosystem.Key Responsibilities- Lead end-to-end delivery across multiple Agile pods and initiatives- Drive execution of AI and cloud-based programs, from POC through production- Ensure delivery aligns with legal, risk, and responsible AI frameworks- Coordinate across engineering, architecture, QA, and business stakeholders- Track delivery milestones, dependencies, and risks across a complex application landscapeWe 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/.Less

We?re seeking a Salesforce Development Lead to architect and deliver innovative solutions on Salesforce?s Financial Services Cloud. You?ll join a diverse, agile technical team leveraging modern... More development practices, scaled agile frameworks, and DevOps/SRE methodologies to build the CRM Advisor Platform of the future. In this role, you?ll combine hands-on technical expertise with leadership, mentoring junior developers while driving business value through strategic platform implementation.Key Responsibilities?Design, Development & Deployment: Lead the design, development, and deployment of solutions on Salesforce Financial Services Cloud, ensuring alignment with business objectives and technical excellence?Technical Leadership & Mentoring: Coach, mentor, and review the work of junior developers; establish coding standards and best practices across the development team?Architecture & Strategy Alignment: Collaborate closely with architects and business partners to translate CRM requirements into scalable, maintainable Salesforce solutions?Requirements & Technical Analysis: Partner with scrum teams to gather requirements and user stories; conduct technical analysis, provide accurate estimates, and drive requirement refinement?Integration & Systems Architecture: Design and implement integrations between Salesforce and third-party systems using APIs, event-based patterns, and modern UI frameworks?DevOps & Best Practices: Champion DevOps methodologies, CI/CD pipelines, and development best practices; ensure compliance with internal standards and governance frameworks?Platform Governance & Optimization: Stay current with Salesforce platform updates; implement platform best practices and recommend process efficiencies to optimize performance and scalabilityWe 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/.Less