Financial Advisor

The Legend Group has a new and exciting opportunity available for Financial Professional(s) located in Buffalo, NY.

If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you’ve been waiting for.

For 50 years, The Legend Group has been helping investors to work toward their financial goals. Legend is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments.

The successful candidate will have the opportunity to service new potential clientele in current 403(b) and 457 payroll slots that include a large pool of potential clients.

The candidate will be provided with leadership, guidance, training and support and has the option to work out of the current office spaces in the various New York locations. Compensation flexible and commensurate with experience.

We are looking for individuals who:

• Possess a self-starter, entrepreneurial spirit with a deep desire to take ownership of their own business
• Have a passion for helping others achieve their financial dreams
• Are willing to put the best interest of their clients above their own
• Enjoy building lasting friendships with like-minded Financial Professionals
• Are willing to make a commitment to walk hand-in-hand with their clients through their life’s journey
• Will make a commitment to keep growing in their quest to be the best Financial Professional they can possibly be

Desired Skills and Experience:

• 2-4 yrs. financial sales experience preferred
• Bachelor’s degree or equivalent experience in business, finance, sales, marketing or related field
• Ability to build and manage client relationships
• Excellent written and oral communication skills
• FINRA Series 7 and 66 preferred
• FINRA Series 6, 63 and 65 may be considered for exceptional candidates
• State insurance license

Lincoln Investment recognized as one of Philadelphia's Top Workplaces each of the last ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 355,000 clients representing over $49 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success."

Recommended Skills

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