Company Description Legacy Wealth Partners provides guidance and expertise to help individuals and businesses make sound financial decisions for the long-range future. Based in Tampa, the company serves clients throughout Central Florida and nationwide, offering protection and financial products tailored to unique situations.
Role Description This is a full-time hybrid Financial Advisor role at Legacy Wealth Partners located in the Greater Tampa Bay Area, with the option for some remote work. The Financial Advisor will be responsible for financial planning, retirement planning, investment strategies, and providing financial advisory services to clients.
- Qualifications Financial Planning and Finance skills
- Retirement Planning and Investment expertise
- Strong background in Financial Advisory
- Excellent communication and interpersonal skills
- Ability to analyze complex financial information and provide recommendations
- Experience in the financial services industry is preferred
- Florida 215 License
- Series 6
- Series 63
- Series 7 or 65