Job Detail

CFP/Financial Advisor

CFP/Financial Advisor

Legacy Wealth Management Inc

Manassas, VA

Job ID : 374f2f71563068396c5156782b646d3845673d3d

Job Description :

Looking for someone who is willing to be mentored and will be client focused. Understanding that they are building something great for the future. This is a salaried position with bonuses.

Minimum Requirements:

  • Previous experience in processing confidential, detailed paperwork
  • Prefer 3+ Years of client interaction in an office environment
  • Proficient with MS Office Suite (Excel, Word, & Power point)
  • Active VA Life and Health Licensed
  • Active Series 65 or CFP Required

This position requires that you possess the following skills:

  • Strong organizational skills and attention to detail
  • Excellent communication – both verbal and written
  • Self-directed initiative
  • Process driven
  • Develop, manage and retain strong client relationships
  • Assist main Advisor with meeting individual and team goals

Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

  • Prioritize day-to-day tasks and issues
  • Meet with prospective clients to bring new money into the firm
  • Conduct Annual Reviews with new and current clients
  • Complete & process servicing requests as needed
  • Respond to client inquires
  • Process transactions as needed
  • Follow-up as necessary with vendor companies and clients
  • Assist Main Advisor with appointment preparations as needed

Job Type: Full-time

Pay: From $80,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Ability to commute/relocate:

  • Manassas, VA 20109: Reliably commute or planning to relocate before starting work (Preferred)

License/Certification:

  • VA Life, Annuities, and Health License (Preferred)
  • Series 65 or CFP License (Required)

Work Location: In person

Company Details :

Name : Legacy Wealth Management Inc

dutch-tavern.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, dutch-tavern.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, dutch-tavern.com is the ideal place to find your next job.

Details

: Manassas, VA

: 80000 USD ANNUAL

: Today

Share Job :

Related Jobs

Archer GRC Developer

The Xela Group

Remote

25.41 - 81.39 USD HOURLY

Full Time

Ability to effectively communicate to both technical and non-technical audiences in varying forms and levels of detail. Archer to IRM migration with ServiceNow.

New Windsor, NY

140000 - 200000 USD ANNUAL

Full Time

Orders and interprets lab and other diagnostic test(s), conducts patient follow-up as appropriate, provide consult management and patient, family, and staff

RN (F/T)

Core Civic

Lumpkin, GA

36.74 - 48.42 USD HOURLY

Full Time

A valid driver's license is required. Provide guidance, supervise and monitor nursing care provided by licensed vocational/practical nursing staff and non

GIS Developer

Resource Data

Boise, ID

62297 - 95414 USD ANNUAL

Full Time

Virtual interviews and video meetings. The organization provides support and guidance but gives you responsibility and authority.

Physical Therapy Assistant (PTA)

Emerge Nursing and Rehabilitation

Middle Island, NY

45327 - 62697 USD ANNUAL

Full Time

Emerge Nursing and Rehabilitation is seeking a Full-time Physical Therapy Assistant.*. Excellent work ethic and dedication to patient success.