The Legacy Wealth Group LLC · 2 weeks ago
Financial Professional
Lisle, IL
Full-time
Hybrid
New Grad, Entry LevelThe Legacy Wealth Group LLC is a multicultural team of financial professionals dedicated to making financial independence attainable through education, tools, and support. The Financial Professional will be responsible for growing their book of business, creating financial plans, and analyzing financial information, while also prospecting for new clients and providing objective advice.
Financial ServicesInsuranceRetirement
Responsibilities
Growing their book of business
Creating financial plans
Analyzing financial information
Prospecting for new clients
Conducting client meetings
Providing objective advice
Creating strategies to help clients achieve their financial objectives
Continuous learning and staying updated on financial regulations and trends
Qualification
Required
Financial Planning and Finance skills
Analytical Skills to assess financial data and develop strategies
Communication skills to effectively interact with clients and explain complex financial concepts
Ability to work both independently and collaboratively in a hybrid work environment
Preferred
Relevant certifications (e.g., CFP, CFA) are a plus
Experience in multicultural and diverse environments is beneficial
Company
The Legacy Wealth Group LLC
The Legacy Wealth Group LLC is a multicultural collective of financial professionals committed to providing the education, tools, and support necessary to make financial independence attainable.
Founded in 2017
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christopher Gandy LACP
Founder
Company data provided by crunchbase