Financial Professional

Overview

The Legacy Wealth Group LLC is a multicultural team of financial professionals dedicated to making financial independence attainable through education, tools, and support. With diverse expertise and deep cultural competency, we provide personalized and empathetic financial management services to a diverse clientele. Our independent, client-centric approach ensures that our guidance is objective and tailored to individual needs. We prioritize education over selling, empowering clients to understand and manage their financial future confidently.

This is a full-time hybrid role for a Financial Professional, based in Lisle, IL with some work-from-home flexibility. The Financial Professional will be responsible for growing their book of business, creating financial plans and analyzing financial information. Daily tasks include prospecting for new clients, conducting client meetings, providing objective advice, and creating strategies to help clients achieve their financial objectives. This role also involves continuous learning and staying updated on financial regulations and trends.

• Financial Planning and Finance skills
• Analytical Skills to assess financial data and develop strategies
• Communication skills to effectively interact with clients and explain complex financial concepts
• Ability to work both independently and collaboratively in a hybrid work environment
• Relevant certifications (e.g., CFP, CFA) are a plus
• Experience in multicultural and diverse environments is beneficial