Send an email with your resume to brandon@investwithinsight.com

Investment Adviser

What We Want

Insight Investment Advisers is seeking an Investment Adviser to expand our consulting services for 1031 exchange clients. 

Insight Investment Advisers was founded on the principles of providing clear, understandable advice for our clients while providing superior investment management to meet our clients’ needs.  

Our 1031 exchange consulting services are designed to be the professional advocate for investors going through a 1031 exchange.  Our service helps clients navigate the complex 1031 exchange rules and find alternative passive investments to satisfy the exchange.  Our process starts with planning and concludes with deep due diligence so that clients are able to make the investment that fits their lives.  

What You Want

Location Freedom

Live and work where you want.  Insight is completely virtual.  Having an established personal and professional network in a city we do not operate in is an advantage.  Working for Insight is almost like working for yourself. 

Bigger Checks

At Insight, we believe that producers deserve to share in a larger portion of revenue then our competitors or bigger financial firms.  Our expectations are high and so are the checks.

What You Will Do

Your job is to find new clients for our 1031 consulting business.  Introduce new clients to Insight’s approved passive investment deals, and walk the client through the 1031 exchange process.  

Who Does Well

  • The Entrepreneur mindset wins, self starters with a desire to win.  

  • A strong sense of curiosity and excitement to learn.  

  • Our firm operates with the highest level of integrity and practices a client-first mentality.  We are a fiduciary and take that responsibility seriously in every conversation and interaction. 

Candidate Requirements

  • Series 65 license (or desire to acquire a license)

  • Previous experience at a Registered Investment Adviser or Financial Advisor with a Broker Dealer

  • Previous experience in the Real Estate industry

  • A professional network to utilize that will help you win business

  • Understanding of commercial real estate analysis

  • Understanding of real estate syndication

  • College diploma (four year college) or equivalent experience