Description. Insight Wealth Strategies, LLC is a Registered Investment Advisory firm in San Ramon, offering financial planning and investment management services to high net worth clients. Insight has been growing an average of 20% each year for the last 17 years and is composed of a team of 11 client-facing Financial Planners with an additional support staff of over 15 people.. We are seeking an entry-level Administrative Assistant to provide administrative and clerical support to several of our teams/managers, with a primary focus on marketing. This individual will report to our Operations t... view job details
Description. Insight Wealth Strategies, LLC is a Registered Investment Advisory firm in San Ramon, offering financial planning and investment management services to high net worth clients. Insight has been growing an average of 20% each year for the last 17 years and is composed of a team of 13 client-facing Financial Planners with an additional support staff of over 15 people.. We are seeking an experienced Digital Marketing Specialist to develop, implement, track and optimize our digital marketing campaigns across all digital channels. This individual will report directly to our CEO and will... view job details
Description. Insight Wealth Strategies, LLC is a Registered Investment Advisory firm in San Ramon, offering financial planning and investment management services to high net worth clients. Insight has been growing an average of 20% each year for the last 17 years and is composed of a team of 13 client-facing Financial Planners with an additional support staff of over 15 people.. We are seeking an entry-level Marketing Admin to provide administrative and clerical support to several of our teams/managers, with a primary focus on marketing. This individual will report to our Operations team but h... view job details
Description. Our Sales Development Team partners with our financial planners to help grow their respective books of business by focusing on lead generation through a variety of sources. Sales Development Representatives are responsible for communicating, inviting and monitoring potential clients to attend complimentary one on one consultations with our financial planners. This role requires grit, motivation, enthusiasm and excellent communication skills, with approximately 70% of time spent on acquiring outbound leads (cold calling) and 30% spent on responding to inbound requests. Our SDRs pla... view job details