Financial Advisor

Legacy Financial Partners; Worthington (MN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Learning & Development

Innovation

Teamwork

Competitive Pay

Benefits Package

Education Reimbursement

Collaborative Culture

Job summary

Legacy Financial Partners in Worthington, MN, is seeking a Financial Advisor to identify clients’ financial needs and recommend solutions to achieve their goals. The role emphasizes building trusted relationships and delivering comprehensive planning guidance.

You will work with investments, education planning, retirement and estate strategies while contributing to a collaborative culture and ongoing professional development. Competitive base pay with bonus opportunities.

Qualifications

• 2 years of Financial Service Experience.
• Bachelor's Degree or Equivalent Experience.
• SIE, Series 7, Series 66 and State Insurance licensing.

Responsibilities

• Acquire new clients through referrals, networking, and events.
• Develop and track a business plan including GDC and assets under management.
• Manage client relationships and deliver plans.
• Perform advanced estate/tax planning analysis.
• Lead staff meetings and coordinate team activities.
• Pursue ongoing education and professional development.

Skills

Client Acquisition

Practice Development

Client Relationship

Estate Planning

Team Leadership

Continuing Education

Education

Bachelor's Degree or Equivalent Experience

Tools

SIE

Series 7

Series 66

State Insurance

Job description

Job DetailsJob Location: Worthington Office - Worthington, MN 56187Salary Range: $60,000.00 - $80,000.00 Base+Commission/year

Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey.

We offer our team:

• Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader
• Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership
• Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life
• Competitive Pay
• Comprehensive Benefits Package: Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat)
• Collaborative Environment and Innovative Culture
• Education Reimbursement: never quit learning and growing in your career

As a Financial Advisor, you will help clients identify their distinct financial needs and objectives and recommend products and services to help achieve goals. Goals are diverse and could include helping with investments, saving for a child's education or major purchase, planning for retirement, or estate planning. The Financial Advisor role leads this effort with clients and provides advice and guidance with clients as they strive for their financial health and wellness.

Key Responsibilities:

• Client Acquisition – develop strategies to acquire new clients with a plan (referrals, networking, seminars, etc.). Attend events as appropriate.
• Practice Development – prepare annually and track toward a business plan, including goals of total GDC, recurring revenue, new clients with a plan, net flows, assets under management, and financial plans. Meet weekly with leader to discuss strategies to meet goals.
• Client Relationship Management – the key role in managing the relationship with clients; responsible for managing the plan delivery, answer client questions, overcome objections, etc.
• Advanced Case Analysis including estate planning, tax strategy, retirement distribution, protection planning, etc.
• Lead direct staff reports – conduct regular meetings to discuss workflow, clients’ requests, tasks etc.
• Participate in team activities – attend staff meetings, staff retreats, contribute with suggestions on enhancing the client experience or creating practice efficiencies.
• Continue education and professional development – complete all continuing education requirements, participate in professional development opportunities, seek ways to build credentials (awards, designations, etc.).

As you are considering applying with Legacy Financial Partners, we encourage you to think outside the box – because we do! You may not have 100% of the skills, but we are dedicated to hiring people who fit our culture and have exceptional talent, ability, and potential. Legacy Financial Partners, which has 29 locations in 6 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more.

QualificationsIdeal Education & Experience:

• 2 years of Financial Service Experience
• Bachelors Degree or Equivalent Experience

Financial Advisor Licensing Requirements:

• SIE, Series 7TO, Series 66 and State Insurance

Competitive salary with bonus opportunities!