Financial Advisor Associate

Job Posting: Experienced Financial Advisor at Legacy Financial Group

Location: Des Moines, IA

Legacy Financial Group, a leading financial services firm in Des Moines, is seeking an experienced Financial Advisor to work alongside one of our owners and help manage a rapidly growing book of business. This is a fantastic opportunity to advance your career in a dynamic, supportive environment with opportunities for growth and development.

Qualifications:

• Series 66, 7, or 65 securities licenses required
• Life and health insurance license preferred
• Minimum of 3 years of advisory experience working directly with clients
• CFP designation or in-progress pursuit of CFP preferred
• Knowledge of Redtail, Black Diamond, eMoney is a plus
• Undergraduate degree required
• Bring your existing book of business is preferred, but not required

Essential Responsibilities:

• Actively participate in the development of comprehensive financial plans and client meetings.
• Support advisors with client inquiries and account service issues.
• Prepare client meetings by gathering and reviewing performance reports, identifying allocation or rebalancing needs, and being an active participant in client meetings.
• Deliver high-quality client service in a professional, caring, and compliant manner.
• Communicate effectively with clients, prospects, and colleagues, both in writing and verbally.

Compensation and Benefits:

• Competitive salary-based structure commensurate with experience
• Firm-sponsored medical, dental, disability, and life insurance
• 401(k) Profit Sharing Plan with an employer contribution
• Paid holidays and personal days
• Reimbursements for continuing education and other pertinent higher education programs
• Complimentary investment management and financial planning services
• Company gatherings and events
• Career track with opportunities for advancement within the firm

Note: This job description does not necessarily list all duties of the position. You may be asked to perform other duties. Your performance will be evaluated based on the responsibilities listed, and management reserves the right to revise this job description at any time. Employment is at-will, and either you or Legacy Financial Group may terminate the employment relationship at any time, for any reason.

If you are a motivated financial professional looking to join a thriving firm, we encourage you to apply and take the next step in your career at Legacy Financial Group!

How to Apply:

Please send your resume and cover letter to Chad@lfgplanners.com.com] or apply online at www.lfgplanners.com/careers.