Legacy Financial Group is an independent Registered Investment AdviserTM, offering financial planning and wealth management to individuals and organizations. As an RIA®, we have a fiduciary duty to put the interests of our clients first, a duty that is ingrained into our organization. We take great pride in our freedom of thought when it comes to investment selection and investment philosophies, as well as financial planning techniques.
Our fast-growing firm consists of financial advisors, relationship managers, and operations staff, working in tandem to offer our clients quality experience and service. We specialize in offering complete holistic planning and investing and partner with top attorneys and tax professionals to deliver a tailored investment plan encompassing all three disciplines. Collaborating with these subject matter experts enables us to deliver a premier experience to our clients and their families. If you are interested in joining our team, please email your resume to careers@lfgplanners.com.
Benefits, included but not limited to:
We are looking for an energetic person who is focused on delivering the best possible experience to our valued clients. As a Client Experience Specialist, you will welcome our guests as they arrive for their appointment and answer their calls. With complete client focus, you will work alongside another Client Experience Specialist to maintain the timely responsiveness our clients have grown accustomed to. We welcome candidates that possess the ability to start a conversation and make our clients feel at home.
Other activities you will perform as a Client Experience Specialist include preparing conference rooms for client meetings, scheduling client reviews, lobby upkeep, incoming/outgoing mail, account maintenance, data entry, and marketing projects. We are a firm that embraces learning, change, process and technology, and teamwork, so we’ll count on your contributions to various projects that are part of a growing firm.
We’re looking for individuals who are passionate about helping clients, good communicators, self-starters, reliable, organized, and are able to follow-through on activities in a timely manner. This position requires the ability to work well in both a self-directed manner and in a collaborative team environment while embracing the firm’s core values.
Duties and Responsibilities:
Requirements at a Minimum:
To perform this job an individual must be able to perform each duty and responsibility satisfactorily. The qualifications and requirements listed above are representative of the knowledge, skills, abilities, and physical demands required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
This job description does not necessarily list all the duties of the position. You may be asked to perform other duties. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time. This job description is not a contract for employment, and neither you nor Legacy Financial Group may terminate their employment at any time, for any reason.
We offer competitive compensation and strong potential for career advancement. Work/life balance is a top priority and is supported through paid holidays, paid time off, and sick and personal time.
Currently, we are looking to add an experienced financial planner to our team. The candidate should be comfortable with a dynamic and purposeful environment. We also seek the highest quality candidates who can grow with the firm as it expands and grows. With significant assets under management, the company has put in place the systems and tools you would expect to help grow and manage the business but is still open to you and your ideas on making the client experience even better.
Requirements at a Minimum:
To perform this job an individual must be able to perform each duty and responsibility satisfactorily. The qualifications and requirements listed are representative of the knowledge, skills, abilities, and physical demands required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Compensation and Benefits:
This job description does not necessarily list all the duties of the position. You may be asked to perform other duties. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time. This job description is not a contract for employment, and neither you nor Legacy Financial Group may terminate their employment at any time, for any reason.
We offer competitive compensation and strong potential for career advancement. Work/life balance is a top priority and is supported through paid holidays, paid time off, and sick and personal time.