Lead Financial Advisor – Retirement Planning & High Earnings

Legato Financial Group, Inc.; Louisville (KY); Presencial; USD 75.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical / dental / vision benefits

401k with company match

Generous PTO

Descripción de la vacante

Legato Financial Group, Inc. seeks a Lead Advisor to engage new and prospective clients, assess retirement planning needs, and design strategies addressing market risk and fees.

You will be the public face in the market, building relationships, meeting targets, and guiding clients through financial solutions. Ideal candidates have strong speaking skills, experience in financial services, and proficiency with MS Office and CRM systems.

Formación

• Series 65 or 7/66 with Life & Health Licenses
• 2-7 years in financial services offering investment management and insurance services
• Experienced and dynamic public speaker
• Strong experience with MS Office and the ability to learn new software quickly
• Excellent written and verbal communications skills both in person and via phone
• Proactive mentality, positive attitude, and consistent follow through
• Highly intelligent, strong organizational skills and attention to detail
• Ability to work independently with good time management and critical thinking skills

Responsabilidades

• Interact with groups of prospective clients at retirement planning events and company events
• Assess client assets, goals, risk tolerance and retirement plan needs
• Review existing insurance and investment policies to determine fit
• Build strategies and offer advice on investments and insurance according to fiduciary standards
• Maintain client profiles and CRM with updates from meetings
• Complete follow ups and keep CRM updated
• Meet production targets that impact company revenue
• Prepare client reports and reviews for strategy implementation
• Support operations with necessary information for client delivery
• Other tasks as assigned by management

Conocimientos

Public speaking

Communication

Time management

Proactive attitude

MS Office

Herramientas

Salesforce CRM

Descripción del empleo

Legato Financial Group, Inc. seeks a Lead Advisor to engage new and prospective clients, assess retirement planning needs, and design strategies addressing market risk and fees.

You will be the public face in the market, building relationships, meeting targets, and guiding clients through financial solutions. Ideal candidates have strong speaking skills, experience in financial services, and proficiency with MS Office and CRM systems.