What are the responsibilities and job description for the Financial Services Professional position at Legacy Financial?
Company Description
Legacy Financial, located in Warren, MI, focuses on defining financial goals and formulating plans through the stages of Understanding, Partnering, and Tailoring. They collaborate closely with clients and experts to develop personalized plans to grow and protect wealth. The process is guided by the client's objectives, priorities, and aspirations.
Role Description
This is a full-time on-site role for a Financial Services Professional at Legacy Financial in Warren, MI. The role involves tasks such as financial planning, retirement planning, communication with clients, and providing financial services.
Qualifications
- Financial Planning and Retirement Planning skills
- Finance and Financial Services expertise
- Strong communication skills
- Experience in the financial industry
- Bachelor's degree in Finance, Economics, Business, or related field
