We are seeking a Financial Planner to help provide financial planning and advice to our new and existing clients. This individual should have excellent interpersonal, presentation, verbal, and technical skills. The candidate will work in a team atmosphere at the firm’s corporate office, with the potential for a hybrid work schedule in the future.
Building strong relationships with existing clients by immediately participating in client meetings/conversations and preparing/creating/presenting deliverables for those meetings
Monitoring and updating client Financial Plans on a regular basis
Participating in new prospect and center of influence (COI) meetings
Working with other team members to provide customized, advanced, and ongoing planning and investment advice to new and existing clients
Identifying and cultivating new clients, as well as generating new business opportunities within existing relationships
Collaborating with the client’s other advisors (attorneys, CPAs, insurance agents, etc.)
Following up on any outstanding items with the client
Managing workflow to meet both internal and external deadlines
Other duties as assigned
Qualifications and Skills
Bachelor’s Degree required
CFP® certification required
Minimum 5 years experience
Able to work in a team environment and to work independently
Proficient in Microsoft Office – Excel, Word, Outlook, and PowerPoint
Financial Planning software experience, preferably MoneyGuide Pro
Exposure to any of the following a plus - Financial Life Planning, Money Quotient, or Sudden Money Institute
Legacy Consulting Group is a nationally recognized boutique and employee-owned Financial Life Planning and Investment Management firm in Plano, Texas. We have been providing comprehensive wealth management services to high net-worth families for over 26 years. Legacy Consulting is an SEC-registered RIA.
Formed in 1974, the Independent Bankers Association of Texas (IBAT) represents Texas community banks. The Austin-based group is the largest state community banking organization in the nation, with membership comprised of more than 2,000 banks and branches in 700 Texas communities. Providing safe and responsible financial services to all Texans, IBAT member bank assets range in size from $21 million to $31 billion with combined assets statewide of nearly $193 billion. IBAT member banks are committed to supporting and investing in their local communities.