What are the responsibilities and job description for the Financial Advisor position at Legacy Financial?
Company Description
Legacy Financial specializes in defining financial goals and formulating personalized plans for clients. The company follows a three-stage process of Understanding, Partnering, and Tailoring to create well-rounded strategies for growing and protecting wealth. By focusing on the unique needs of each client and collaborating with experts, Legacy Financial aims to help clients achieve their financial objectives.
Role Description
This is a full-time on-site role as a Financial Advisor located in Warren, MI. The Financial Advisor will be responsible for financial planning, retirement planning, managing investments, and providing financial advisory services to clients on a day-to-day basis.
Qualifications
- Financial Planning and Finance skills
- Retirement Planning expertise
- Investment management knowledge
- Experience in Financial Advisory
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Certifications such as CFP or CFA are a plus
- Bachelor's or Master's degree in Finance, Economics, or related field preffered
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