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CFP/Financial Advisor

Employer
Legacy Wealth Management Inc.
Location
Manassas, Virginia
Salary
$125,000-150,000 base + bonuses+ benefits
Closing date
Oct 17, 2024
View more categoriesView less categories
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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