Legacy Investment Planning seeks a motivated and competent individual to elevate our firm’s financial planning/consulting services and investment management.
Financial Planning Associate
Position:
Full-Time Location: Franklin, Tennessee
Preferred Licenses/Credentials:
● Series 7 and 66 securities licenses
● Life and health insurance licenses
● CFP, CPA, or other advanced credentials
Roles/Responsibilities:
● Financial Planning/Consulting
○ Assist with Plan Development & Implementation
○ Preparation of Financial Planning Reports & Client Data Input
○ Creation of Plan Deliverables
○ Assist with Compliance Approval and Requirements
● Advisor Support
○ Prepare Documentation & Reports for Client Review Meetings
○ Collaboration and Best Practices w/ Advisor Team
Compensation/Benefits
● Salary: Dependent on experience and credentials
● Bonus opportunities
● Benefits: 401(k) with 3% employer contribution