What are the responsibilities and job description for the Financial Planning Specialist position at Legacy?
Overview:
Legacy Investment Planning seeks a dedicated professional to enhance its financial planning and consulting services, as well as investment management. This role is ideal for an individual with strong analytical skills and the ability to work effectively with clients.
Key Responsibilities:
• Assist in developing and implementing comprehensive financial plans
• Prepare detailed financial reports and input client data
• Collaborate with advisors to ensure seamless support
• Participate in compliance approval processes
Requirements:
• Strong communication and interpersonal skills
• Series 7 and 66 securities licenses or equivalent
• Life and health insurance licenses or other relevant certifications
Compensation:
Salary based on experience and credentials
Bonus opportunities available
Benefits package includes 401(k) with employer contribution
