CFP/Financial Advisor

At Legacy Wealth Management, we are dedicated to providing top-notch financial services and investment advice to our clients. We are currently seeking a motivated and detail-oriented Service Advisor to join our dynamic team. This role is pivotal in supporting our Lead Advisor and ensuring a seamless experience for our clients. This is a salaried position with opportunity for bonuses.

Minimum Requirements:

• Previous experience in processing confidential, detailed paperwork
• Preferred experience with client interaction in an office environment
• Proficient with MS Office Suite (Excel, Word, & Power point)
• Preferred: Active VA Life and Health Licensed or willingness to get license
• 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. As a Service Advisor, you will:

• Client Interaction: Conduct annual review of client accounts, maintain detailed client files, and manage daily client communications.
• Financial Analysis & Planning: Conduct financial analyses, develop financial plans, and provide customized investment recommendations with guidance from the Lead Advisor.
• Relationship Management: Deepen client relationships and engage with prospects and clients transitioning from the Lead Advisor.
• Investment Recommendations: Perform portfolio risk assessments and offer investment advice based on comprehensive research.
• Client Retention: Implement strategies to enhance client satisfaction and loyalty through excellent service.

Benefits:

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

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus opportunities