“We inspire and empower you to create the life you want, on your terms.”
Legacy Financial Group is an independent Registered Investment Adviser™, 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 growing firm consists of financial advisors, relationship managers, and operations staff, working in tandem to offer our clients quality experience and service. If you are interested in joining our team, please email your resume to email@example.com.
Benefits, included but not limited to:
Legacy Financial Group, a Registered Investment Adviser in Iowa, is a fast-growing High Net Worth practice. We specialize in offering complete holistic planning and investing. We 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.
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.
Duties and Responsibilities:
*Provide financial advice based on a clear understanding of your fiduciary responsibility to place your clients’ interests ahead of your own.
*Develop client relationships through regular client meetings and communications.
*Complete planning updates and portfolio reviews. Collaborate with clients to arrive at agreed solutions and execute portfolio changes.
*Support data gathering and preparing drafts of comprehensive financial plans including analyses requested by clients.
*Demonstrate capability and expertise in engaging new clients.
*Be creative, problem solve, and enjoy the work.
*Ownership opportunities may exist for the right candidates.
Requirements at a Minimum
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.
If so, let’s start with a conversation. Send your resume to: firstname.lastname@example.org.