Financial Advisor: Build Wealth, Guide Financial Futures

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

Benefits offered by this job

Learning development

Innovation culture

Teamwork and support

Competitive pay

Comprehensive benefits package

Education reimbursement

Collaborative environment

Job summary

Legacy Financial Partners is seeking a Financial Advisor in Brookings, SD to grow client relationships, deliver comprehensive financial planning, and manage investment activities with portfolios typically under $500,000.

You will develop new client acquisition strategies, participate in practice development, and pursue advanced case analyses including estate and tax planning while adhering to regulatory standards.

Qualifications

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

Responsibilities

• Client Relationship Management – manage the relationship with clients and delivery of plans.
• Trades: Execute and process client investment trades and account transactions while maintaining compliance.
• Client Service: deliver financial planning and ongoing relationship management with investable assets generally under $500,000.
• Client Acquisition – develop strategies to grow the client base through referrals, networking, and events.
• Practice Development – track business plan goals and review strategies with leadership.
• Advanced Case Analysis including estate planning, tax strategy, retirement distribution, protection planning.

Skills

Financial services

Client relationship management

Regulatory compliance

Education

Bachelor's degree or equivalent

Job description

Legacy Financial Partners is seeking a Financial Advisor in Brookings, SD to grow client relationships, deliver comprehensive financial planning, and manage investment activities with portfolios typically under $500,000.

You will develop new client acquisition strategies, participate in practice development, and pursue advanced case analyses including estate and tax planning while adhering to regulatory standards.