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Financial Advisor

Company: The Legend Group
Location: Pine Plains
Posted on: November 22, 2021

Job Description:

The Legend Group has a new and exciting opportunity available for Financial Professional(s) located in Poughkeepsie, NY.

If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you've been waiting for.

For 50 years, The Legend Group has been helping investors to work toward their financial goals. Legend is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments.

The successful candidate will have the opportunity to service new potential clientele in current 403(b) and 457 payroll slots that include a large pool of potential clients.

The candidate will be provided with leadership, guidance, training and support and has the option to work out of the current office spaces in the various New York locations. Compensation flexible and commensurate with experience.

We are looking for individuals who:
Possess a self-starter, entrepreneurial spirit with a deep desire to take ownership of their own business
Have a passion for helping others achieve their financial dreams
Are willing to put the best interest of their clients above their own
Enjoy building lasting friendships with like-minded Financial Professionals
Are willing to make a commitment to walk hand-in-hand with their clients through their life's journey
Will make a commitment to keep growing in their quest to be the best Financial Professional they can possibly be

Desired Skills and Experience:
2-4 yrs. financial sales experience preferred
Bachelor's degree or equivalent experience in business, finance, sales, marketing or related field
Ability to build and manage client relationships
Excellent written and oral communication skills
FINRA Series 7 and 66 preferred
FINRA Series 6, 63 and 65 may be considered for exceptional candidates
State insurance license

Keywords: The Legend Group, Danbury , Financial Advisor, Accounting, Auditing , Pine Plains, Connecticut

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