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Financial Advisor / CFP

Employer
Legacy Wealth Management Inc.
Location
Manassas, Virginia
Salary
$100,000 a year + Quarterly Bonus
Closing date
Apr 14, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Looking for someone who is willing to be mentored and will be client focused. Understanding that they are building something great for the future. This is a salaried position with bonuses throughout the year.

Minimum Requirements:

  • Previous experience in processing confidential, detailed paperwork
  • Prefer experience with client interaction in an office environment
  • Proficient with MS Office Suite (Excel, Word, & Power point)
  • Prefer active VA Life and Health Licensed
  • CFP or active license to sell securities

This position requires that you possess the following skills:

  • Strong organizational skills and attention to detail
  • Excellent communication – both verbal and written
  • Self-directed initiative
  • Process driven
  • Develop, manage and retain strong client relationships
  • Assist main Advisor with meeting individual and team goals

Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

  • Prioritize day-to-day tasks and issues
  • Meet with prospective clients to bring new money into the firm
  • Conduct Annual Reviews with new and current clients
  • Complete & process servicing requests as needed
  • Respond to client inquires
  • Process transactions as needed
  • Follow-up as necessary with vendor companies and clients
  • Assist Main Advisor with appointment preparations as needed

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Work Location: In person

  • Manassas, VA 20109 

License/Certification:

  • CFP License or Series 65
  • VA Life, Annuities, and Health License (Preferred) 

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