What are the responsibilities and job description for the Financial Advisor position at Legacy Wealth Management?
Company Description
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Role Description
This is a full-time hybrid role for a Financial Advisor at Legacy Wealth Management. The Financial Advisor will be responsible for providing financial planning, retirement planning, and investment advisory services. The role will involve working closely with clients to understand their financial goals and develop personalized strategies to help them achieve those goals. Additionally, the Financial Advisor will be responsible for providing ongoing financial advice and guidance to clients, monitoring portfolio performance, and staying up to date with industry trends.
Qualifications
- Financial Planning and Finance skills
- Experience in retirement planning and investment advisory
- Strong knowledge of financial products and investment strategies
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Attention to detail and strong analytical skills
- Ability to work independently and in a team
- Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
- Bachelor's degree in Finance, Economics, or related field