CFP Professional

Company Description

Our 50 year old firm has a new position available !

Legacy Financial Advisors, Inc. is committed to understanding our clients' financial objectives and providing high-quality information, service, and products to help them reach their goals. We form strong professional and personal relationships with our clients through frequent communication and education. Our social events create a welcoming environment for clients to engage with us regularly and stay focused on their financial dreams.

Role Description

This is a perfect role for someone new to the industry

This is a full-time on-site role for a CFP Professional located in Westborough, MA. The CFP Professional will be responsible for providing financial planning and investment advice to clients, conducting financial reviews, and developing personalized financial strategies to meet client goals.

Qualifications

• CFP certification or CFP candidate
• Strong knowledge of Xcel and other financial programs
• Excellent communication and interpersonal skills
• Ability to work well in a team environment
• License for Life Accident and Health Insurance
• Bachelor's degree in Finance, Economics, or related field
• No experience necessary-some experience a plus.
• Series 7 and 66 or series 6/63/65
• Salary Plus Bonus on Productivity
• Exclusive access to potential clients from Smart Financial Lifestyle Books, Digital marketing and Live Events