Join The InSight Team
What Is an InSight-Full® Advisor?
An InSight-Full® Advisor is a fully credentialed, client-facing Certified Financial Planner™ professional who serves as a trusted partner to clients across every stage of their financial life. This role goes beyond plan creation—it is about stewardship, clarity, and long-term relationship building.
As an InSight-Full® Advisor, you are responsible for leading client relationships, designing and implementing comprehensive financial plans, and guiding clients through decisions that affect their wealth, family, business, and future. You are not just delivering advice—you are helping clients live well in a world of complexity, uncertainty, and change.
InSight operates with a distinctive, engaging planning cadence that blends technical excellence with human-centered conversations. Advisors play a central role in keeping clients confident, informed, and energized as they move through the InSight-Full® planning process—connecting strategy to real life and adjusting plans as circumstances evolve.
This role is primarily client-facing and may be performed virtually, with periodic in-office collaboration in Boulder, Colorado.
The InSight-Full® Planning Philosophy
InSight-Full® planning is comprehensive, iterative, and deeply personal. As an Advisor, you will help clients:
- Clarify priorities and values before setting rigid goals
- Navigate risk—both visible and invisible
- Integrate investments, tax strategy, cash flow, estate planning, and business decisions into one cohesive plan
- Adapt plans as life, markets, and regulations change
Advisors are expected to think holistically, communicate clearly, and build trust over time—not simply optimize spreadsheets.
Job Summary
We are seeking an experienced Certified Financial Planner™ professional to join our growing advisory team. The InSight-Full® Advisor will lead client relationships, develop and implement comprehensive financial plans, and collaborate with internal team members to deliver an exceptional planning experience.
The ideal candidate is technically strong, emotionally intelligent, highly organized, and comfortable owning outcomes. This role requires independent judgment, excellent communication skills, and a commitment to acting as a fiduciary at all times.
Duties and Responsibilities
- Serve as the primary advisor and relationship manager for assigned clients
- Lead discovery, planning, and ongoing review meetings
- Develop comprehensive financial plans addressing cash flow, investments, tax strategy, retirement, risk management, estate planning, and business considerations
- Translate complex financial concepts into clear, actionable guidance
- Model and evaluate financial scenarios using planning software
- Design and oversee portfolio strategy in collaboration with investment team resources
- Monitor client progress and proactively recommend plan updates
- Ensure plans and recommendations align with fiduciary and compliance standards
- Mentor paraplanners and junior team members as appropriate
- Support firm growth through referrals, thought leadership, and community engagement
Requirements and Qualifications
- CFP® certification (required)
- Bachelor’s degree (finance, business, economics, or related field preferred)
- 5+ years of experience in comprehensive financial planning and client advisory work
- Strong working knowledge of financial planning and portfolio management software
- Excellent communication, analytical, and problem-solving skills
- Ability to work independently, manage priorities, and meet deadlines
- High ethical standards and a client-first mindset
Who Thrives in This Role
- Advisors who value depth over volume
- Professionals who enjoy long-term client relationships, not transactional advice
- Planners who are equally comfortable with numbers and nuanced human conversations
- Individuals who want to help shape and grow a modern, values-driven RIA
InSight Junior Planner/Paraplanner
What Is an InSight-Full® Paraplanner?
A paraplanner works as a junior member of the InSight Financial Planning team and will be brought in to develop client relationships and work on financial plans to help clients reach their goals.
InSight has an innovative and informative cadence to working with clients. A Paraplanner will help keep those clients excited about their InSight-Full® financial plan and working through the process.
As a paraplanner, your job duties include gathering and reviewing client financial records, modeling possible financial scenarios, and using software to prepare documents with charts, graphs, and other visual aids. You also support financial advisors by helping prepare for meetings, performing research, and making planning recommendations. Our paraplanner can work virtually outside of the office but may need to come to the office in Boulder, CO.
How to Become an InSight-Full® Paraplanner?
Although there are no set qualifications for becoming a paraplanner, you must have a love of communicating financial concepts with people. Additionally, an understanding of financial planning concepts, experience with industry software, and mathematical skills.
The ideal candidate may also want to achieve a CFP certification, which includes completing a specialized financial planning education program, passing the CFP exam, and earning a bachelor’s degree. Helpful fields of study include business, finance, and economics.
Job Summary
We are seeking an experienced and highly organized Paraplanner to join our team. The Paraplanner will provide support to financial advisors by preparing financial plans and analyses, gathering client data, and ensuring that client portfolios are properly implemented and managed. The successful candidate will work independently and be highly organized while maintaining strict attention to detail.
Duties and Responsibilities
- Initiate financial plans and gather client data, including risk tolerance and financial goals
- Input client data into financial planning software
- Research and select appropriate investments
- Prepare investment proposals and portfolio reviews
- Monitor portfolios and investments
- Maintain client records and ensure compliance
- Assist with new business development and marketing efforts
- Respond to client inquiries
Requirements and Qualifications
- Bachelor’s degree
- 3+ years of experience communicating with clients
- Excellent research, analytical, and problem-solving skills
- Able to work independently and meet deadlines
- Knowledge of financial planning software