CFP/Financial Advisor
- Employer
- Legacy Wealth Management Inc.
- Location
- Manassas, Virginia
- Salary
- $125,000-150,000 base + bonuses+ benefits
- Closing date
- Oct 17, 2024
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- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
*We will have a booth at the CFP Board's 2024 Virtual Diversity Career Fair on October 25th.*
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
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