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Financial Advisor

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

Job Description:

The Legend Group - Midwest has a new and exciting opportunity for Financial Advisors in Lexington, KY. -- For over 50 years, The Legend Group has been helping investors to work toward their financial goals. Lincoln Investment and The Legend Group are independent, full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services, 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. Midwest Legend Group has developed a turnkey system to turn leads into clients, onboard, and manage client relationships to stay compliant, uncovering new planning opportunities, and maximizing retention and profits. 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 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 Midwest Legend Group offers Desired Skills and Experience: 1+ yrs. financial sales experience preferred Bachelor's degree or equivalent experience in business, finance, sales, marketing or related field Ability to build and manage client relationships Excellent written and oral communication skills FINRA Series 7 and 66 preferred, exceptional candidates without this licensing will be considered State insurance licenses preferred Compensation flexible and commensurate with experience for both opportunities.

Keywords: The Legend Group, Lexington , Financial Advisor, Accounting, Auditing , Lexington, Kentucky

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