What are the responsibilities and job description for the Associate Wealth Advisor position at Legacy Point Financial?
Associate Wealth Advisor
Legacy Point Financial | Brookings, SD | Full-time, in office
Position Overview
Legacy Point Financial is hiring an Associate Wealth Advisor to help deliver wealth management to the firm’s clients, including financial planning and investment management services.
This role is centered on serving clients. You’ll work alongside the firm’s Wealth Advisor to serve existing client relationships, and over time you’ll take on leading and serving clients of your own. You’ll build plans, help keep investments aligned with those plans, and serve as a point of contact to clients throughout the year. Your primary focus will be financial planning, while staying closely involved in the firm’s investment management.
As the firm grows, this role has the potential to grow with it, whether that means leading more client relationships, helping bring new clients to the firm, or taking on a broader leadership role.
Responsibilities
- Assist the Wealth Advisor in serving clients, from plan preparation to client meetings
- Build and maintain financial plans for new and existing clients
- Deliver planning work throughout the year, including tax, retirement, estate, and insurance planning
- Help connect each client’s investment strategy to their financial plan
- Monitor client portfolios and support investment adjustments as licensing allows
- Lead and serve a growing set of client relationships over time
Qualifications
- A genuine interest in wealth management and long-term client relationships
- Clear communication and strong attention to detail
- Comfortable owning your work as part of a small, in-person team
- Securities registrations are strongly preferred but not required.
- The CFP® certification is preferred but not required.
- Experience in financial planning or wealth management is strongly preferred but not required.
Compensation and Benefits
- Base salary of $58,000 to $89,000, based on licensing, credentials, and experience
- Firm-sponsored licensing exams and CFP® education, including study time
- Health, dental, vision, and life insurance
- Paid time off
About Legacy Point Financial
Legacy Point Financial is an independent wealth management firm in Brookings, South Dakota. The firm brings investment management and financial planning together into one coordinated strategy for individuals, families, and business owners, delivered through its BluePrint Process™.
Salary : $58,000 - $89,000