What are the responsibilities and job description for the Financial Advisor position at Legacy Wealth Partners?
Legacy Wealth Partners is committed to providing expert guidance and support to help clients make informed financial decisions and secure their long-term futures. By offering a structured approach, we assist individuals, families, professionals, and business owners in organizing their finances and understanding their unique situations. Based in Tampa, Florida, the company serves thousands of clients across Central Florida and the United States. Through personalized financial and protection products, as well as business solutions, we strive to simplify financial planning and enable confident decision-making.
This is a full-time, on-site Financial Advisor role based in Tampa, FL. The Financial Advisor will provide personalized financial planning and advisory services to clients, develop and maintain lasting client relationships, and guide them in achieving their financial goals. The role involves assisting clients with retirement planning, investment strategies, and comprehensive financial well-being while ensuring exceptional service and professional expertise.
- Expertise in Financial Planning and Financial Advisory
- Strong knowledge of Retirement Planning and Investments
- Understanding of Finance concepts and principles
- Excellent interpersonal and communication skills to build and maintain client relationships
- Ability to analyze financial data to provide tailored solutions
- Bachelor’s degree in Finance, Business, or a related field; CFP (Certified Financial Planner) certification is a plus
- Proven experience in financial advising, planning, or related roles
- Strong problem-solving, organizational, and analytical skills