Job Description
Join Wealth Legacy Partners, an award-winning financial advisory firm, as we expand our St. Petersburg team. We're seeking dynamic Financial Advisors to transform lives through personalized wealth management strategies. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that prioritizes client success. Our advisors benefit from exclusive access to institutional investment platforms and cutting-edge financial planning tools.
Responsibilities
- Develop customized financial plans aligning with client goals, risk tolerance, and life milestones
- Build and maintain high-net-worth client portfolios through disciplined investment strategies
- Conduct comprehensive financial reviews including retirement, estate, and tax planning
- Leverage CRM systems to track client relationships and identify growth opportunities
- Stay current on market trends, regulatory changes, and emerging financial products
- Collaborate with in-house experts including tax specialists and estate attorneys
- Meet quarterly acquisition and retention targets through strategic networking
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- FINRA Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- 3+ years of experience in financial planning or wealth management
- Proven track record of client acquisition and portfolio growth
- Exceptional communication skills with ability to translate complex concepts
- Certificate in Financial Planning (CFP) or equivalent designation
- Strong analytical skills with proficiency in financial modeling software