Summit Legacy Strategies

Financial Advisor

Summit Legacy Strategies Austin, Texas Metropolitan Area

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Summit Legacy Strategies provided pay range

This range is provided by Summit Legacy Strategies. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40,000.00/yr - $60,000.00/yr

Additional compensation types

Annual Bonus and Commission

Direct message the job poster from Summit Legacy Strategies

About the Company:

The ideal candidate will deliver personalized investment and financial planning solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The candidate will work with a team to develop marketing strategy to build their client base.


About the Role:

Candidate will be building an Advisory practice focusing on comprehensive planning on clients acquired through their marketing plans.


Responsibilities:

  • Provide financial planning support to clients
  • Build client base in conjunction with marketing department


Qualifications:

1-5 years' of sales and/or industry experience. Strong understanding of the investment business and/or willing to learn. Excellent interpersonal skills. Motivated, energetic and positive mindset. Industry licenses a plus.

  • Seniority level

    Entry level
  • Employment type

    Full-time
  • Job function

    Finance, Sales, and Consulting
  • Industries

    Financial Services and Insurance

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