Part Time / Full Time, Remote, Financial Strategist
Company Description
At Legado LD, we are dedicated to empowering individuals and families in Middle America to achieve financial success through a comprehensive, six-step approach. Our tailored services include increasing cashflow, building an emergency fund, getting out of debt, staying protected through insurance, building wealth through tax-free strategies, and estate planning. We also... specialize in helping high-net-worth individuals and business owners through our unique fractional family office concept. Our agency building model offers a lucrative opportunity for aspiring entrepreneurs to start and grow their own financial services businesses under our guidance and support.
Role Description
This can be either a Part-Time or Full-Time Remote role for a Financial Strategist. As a Financial Strategist, you will be responsible for analyzing financial information, developing personalized financial plans, providing investment and retirement planning advice, and helping clients achieve their financial goals. You will also assist in the implementation of tax-efficient strategies, conduct financial analyses, and stay up-to-date with market trends and regulations.
Applicants must be 18 yrs old or older, US Resident or citizen, and be willing to go through a background check.
This is a 100% commission based role. Please do not apply if this is a deal breaker for you. Most people are able to start on a part time basis, learn the industry and be on a path to cross the 6 figure range within the first 12 months. We provide training, coaching, mentoring to ensure success.
Please watch this quick interactive presentation to learn more about the role: https://umustsee.net/QAI9XB
Qualifications
Financial Planning and Finance skills
Strong analytical skills
Knowledge of Financial Services and Accounting principles
Excellent written and verbal communication skills
Ability to work independently and remotely
Attention to detail and accuracy
Certification in Financial Planning or related field is a plus
Bachelor's degree in Finance, Accounting, or a related field preferred but not required
Apply Now
At Legado LD, we are dedicated to empowering individuals and families in Middle America to achieve financial success through a comprehensive, six-step approach. Our tailored services include increasing cashflow, building an emergency fund, getting out of debt, staying protected through insurance, building wealth through tax-free strategies, and estate planning. We also... specialize in helping high-net-worth individuals and business owners through our unique fractional family office concept. Our agency building model offers a lucrative opportunity for aspiring entrepreneurs to start and grow their own financial services businesses under our guidance and support.
Role Description
This can be either a Part-Time or Full-Time Remote role for a Financial Strategist. As a Financial Strategist, you will be responsible for analyzing financial information, developing personalized financial plans, providing investment and retirement planning advice, and helping clients achieve their financial goals. You will also assist in the implementation of tax-efficient strategies, conduct financial analyses, and stay up-to-date with market trends and regulations.
Applicants must be 18 yrs old or older, US Resident or citizen, and be willing to go through a background check.
This is a 100% commission based role. Please do not apply if this is a deal breaker for you. Most people are able to start on a part time basis, learn the industry and be on a path to cross the 6 figure range within the first 12 months. We provide training, coaching, mentoring to ensure success.
Please watch this quick interactive presentation to learn more about the role: https://umustsee.net/QAI9XB
Qualifications
Financial Planning and Finance skills
Strong analytical skills
Knowledge of Financial Services and Accounting principles
Excellent written and verbal communication skills
Ability to work independently and remotely
Attention to detail and accuracy
Certification in Financial Planning or related field is a plus
Bachelor's degree in Finance, Accounting, or a related field preferred but not required
Apply Now