What are the responsibilities and job description for the Senior Financial Advisor position at Legacy Wealth Management?
Company Description
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This is a full-time role for a Senior Financial Advisor at Legacy Wealth Management. As a Senior Financial Advisor, you will be responsible for providing comprehensive financial planning services and advice to clients. You will analyze financial information, assess investment options, and develop personalized retirement plans. This is a hybrid role, located in Boise, ID, with flexibility for some remote work.
- Financial Planning, Retirement Planning, and Financial Advisory skills
- Strong knowledge of Finance and Investments
- Experience in analyzing financial information and assessing investment options
- Excellent communication and interpersonal skills
- Ability to provide personalized and strategic financial advice
- Professional certifications such as CFP or CFA are preferred
- Bachelor's degree in Finance, Economics, or a related field
- Previous experience in the financial services industry is a plus
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