Financial Planning Associate
: Job Details :

Overview:

Legacy Investment Planning seeks a motivated and competent individual to elevate our firm's financial planning/consulting services and investment management.

Title:

Financial Planning Associate

Position:

Full-Time Location: Franklin, Tennessee

Preferred Licenses/Credentials:

● Series 7 and 66 securities licenses

● Life and health insurance licenses

● CFP, CPA, or other advanced credentials

Roles/Responsibilities:

● Financial Planning/Consulting

○ Assist with Plan Development & Implementation

○ Preparation of Financial Planning Reports & Client Data Input

○ Creation of Plan Deliverables

○ Assist with Compliance Approval and Requirements

● Advisor Support

○ Prepare Documentation & Reports for Client Review Meetings

○ Collaboration and Best Practices w/ Advisor Team

Compensation/Benefits

● Salary: Depends on experience and credentials

● Bonus opportunities

● Benefits: 401(k) with 3% employer contribution