Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Brokerage Advisory Manager
Job
Insight Global
Boca Raton, FL (In Person)
$115,000 Salary, Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
64
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Brokerage Advisory Manager at Insight Global Brokerage Advisory Manager at Insight Global in Boca Raton, Florida Posted in 40 minutes ago.
Type:
full-timeJob Description:
On-site 5X a week | 100K-130K | Permanent Placement Job Description This role is responsible for leading and overseeing the brokerage advisory function with a strong focus on alternative investments, including DSTs and 1031 Exchanges. The person in this role will manage and support a team of 3-4 brokerage advisory professionals while staying closely involved in daily operations. They will guide transactions, support advisors, and ensure work is completed accurately, compliantly, and in line with firm standards. This is a hands?on position within a smaller firm, requiring someone who can lead confidently, work collaboratively across teams, and support both advisor needs and business growth. Required Skills & Experience- Strong background in alternative investments.
- No traditional investment
- only backgrounds.
- Experience with DSTs and 1031 Exchanges is required.
- 3-5 years of experience as a manager in brokerage advisory
- Bachelor's degree required
- FINRA Series 7 required.
- Active Series 63 and 65 or Series 66 required. Nice to Have Skills & Experience
- Strong background in alternative investments
- This is a smaller firm looking for someone who can pivot, adapt, and be open to change.
- The ideal candidate is collaborative, flexible, and able to leave ego at the door.