Insight Global · 16 hours ago
Investment Counselor
Tampa, FL
Full-time
Onsite
Mid Level
$85K/yr - $95K/yr
3+ years expInsight Global is looking for multiple Investment Counselors to join a large investment banking client. As an Investment Counselor, you will work directly with an existing portfolio of clients, managing relationships and providing advisory services without sales outreach or cold calling.
EmploymentHuman ResourcesRecruitingSales
Hiring Manager
Liza Butler
Responsibilities
Work directly with an existing portfolio of clients
Partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and sales team to provide the best service possible
Directly communicate with assigned portfolio of clients that hold a network of over $1 million
Manage a portfolio of 200 or more clients that have already been identified
Navigate client relationships with assistance from your group manager
Provide personalized career development
Qualification
Required
Three or more years of professional experience in a client facing and relationship building role within the financial services, wealth management, banking, or insurance industries
Bachelor's degree in Accounting, Finance, Business Administration, or a related field
Excellent communication skills with proven success managing clients
Reside or ability to relocate (relocation bonus offered) to Tampa, FL; Plano, TX; or Camas, WA
Preferred
Series 65 certification preferred (can obtain after employment)
Benefits
100% paid medical, dental, and vision
Generous 401(k) match
20 days of PTO plus paid holidays
Paid primary caregiver leave
Ability to have floating remote days after the first year
Company
Insight Global
Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT, and government.
1001-5000 employees
H1B Sponsorship
Insight Global has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (281)
2024 (164)
2023 (75)
2022 (17)
2021 (3)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2010-07-01Acquired
Leadership Team
Jared Streppa
President Of Company’s Technology Division
Recent News
Maryland Daily Record
2025-09-26
Company data provided by crunchbase