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Junior Financial Advisor

Company: The Legend Group
Location: Buffalo
Posted on: March 26, 2020

Job Description:

The--Legend Group--has a new and exciting opportunity available for a Junior Financial Advisor in Buffalo, NY. -- The Junior Financial Advisor will work closely with Senior Advisor(s). Long-term, this can be a significant succession plan opportunity. The successful candidate will have the opportunity to service our current school district 403(b) niche market, which is a unique client acquisition opportunity. The qualified individual will: Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful advisor Be able to generate leads, set and hold productive meetings, present and implement solutions and be proactive in providing ongoing support and service Understand that our value lies in the depth of client relationships and is exceptional at developing them, particularly with high net worth prospects and clients Be a consummate professional at all times, both internally with our team and externally with the public Provide clients with a full range of financial solutions that The Legend Group advisors offer Desired Skills and Experience: 2-4 yrs. financial services sales experience preferred Bachelor's degree or equivalent business experience required 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, Buffalo , Junior Financial Advisor, Accounting, Auditing , Buffalo, New York

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