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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 Financial Advisor in Buffalo, NY. -- For over 50 years, The Legend Group has been helping investors to work toward their financial goals. Legend is an independent, full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services through Legend Advisory LLC, 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 qualified individual will: Hold a book of business of $10 million or more AUM 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 The ability 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 an established, consummate professional at all times, both internally with our team and externally with the public Provide clients with a full range of investment services that Legend Group offers 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 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 , Financial Advisor, Accounting, Auditing , Buffalo, New York

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