Financial Advisor: Build Client Wealth & Retirement Plans
Legacy Financial Partners
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Benefits offered by this job
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
Education
Tools
Job description
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.
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