Financial Advisor: Impactful Client Growth Path

Legacy Financial Partners; Milbank (SD); Sur place; USD 60 000 - 110 000; Plein temps

Avantages offerts par ce poste

Learning & Development

Innovation

Teamwork

Competitive Pay

Comprehensive Benefits Package

Education Reimbursement

Collaborative Environment

Résumé du poste

Legacy Financial Partners is seeking a Financial Advisor in Milbank, SD to help clients identify financial needs and recommend products and services to reach their goals. The role covers investments, education savings, retirement planning, and estate planning, with emphasis on delivering an exceptional client experience in a collaborative office culture.

You will be part of a team that values service, leadership, integrity and community, with ongoing professional development and a comprehensive

Qualifications

• Licensing requirements: SIE, Series 7/66 and state insurance.
• Strong client focus and communication skills.
• Willingness to develop business through referrals and events.

Responsabilités

• Client Acquisition – develop strategies to acquire new clients with a plan (referrals, networking, seminars, etc.).
• 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.
• Client Relationship Management – manage the relationship with clients; deliver plan, answer questions, overcome objections.
• Advanced Case Analysis including estate planning, tax strategy, retirement distribution, protection planning, etc.

Connaissances

Client Acquisition

Relationship Management

Financial Planning

Communication Skills

Formation

SIE, Series 7, Series 66, State Insurance

Description du poste

Legacy Financial Partners is seeking a Financial Advisor in Milbank, SD to help clients identify financial needs and recommend products and services to reach their goals. The role covers investments, education savings, retirement planning, and estate planning, with emphasis on delivering an exceptional client experience in a collaborative office culture.

You will be part of a team that values service, leadership, integrity and community, with ongoing professional development and a comprehensive