Financial Advisor

Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Are you looking for an opportunity to utilize your superior customer service skills and work one-on-one with clients daily? Would you enjoy working for a rapidly growing and respected company with unlimited opportunity for personal development? Legato Financial Group (LFG) is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers and client relation specialists who thrive on success and are rewarded for hard work. LFG is a close-knit company looking for the right person to complement our Louisville team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business by exceeding expectations and developing a strong working relationship with our clients. The person we choose will be intelligent, articulate, pleasant, dependable and brings a great attitude to work every day. Job Description As an LFG Financial Advisor, you will work closely with a Lead Advisor to interact with and onboard new clients, delivering tailored investment strategies that support long term goals. You will also work with an existing regional client base to complete all service requests related to the maintenance of the clients' financial plan and accounts. This will include collaborating with a high-performing team of tax, legal, and financial professionals to help clients feel empowered, secure and confident in their financial future.

Responsibilities/Tasks:

The Financial Advisor will serve as the relationship manager for an existing group of clients and work alongside the Lead Advisor in the market to provide advice and guidance to help clients achieve their goals. They will be expected to follow-through consistently in all efforts, build relationships with prospects and clients, and help prepare for client appointments. Other daily, weekly, and/or monthly tasks may include:

• Interact promptly and professionally with clients by phone, digitally or in person to update the client's profile and financial situation/needs
• Complete service requests, resolve client issues and keep CRM updated by entering detailed notes
• Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs
• Meet production targets that impact overall company revenue goals.
• Utilize advanced software tools to develop & deliver tax and estate planning strategies
• Additional tasks as assigned by management

Minimum Requirements:

4-year degree in Accounting, Finance or related field Series 65 or 7/66 with Life & Health Licenses 3+ years in financial services offering investment management and insurance services Strong experience with MS Office and the ability to learn new software quickly Excellent written and verbal communications skills both in person and via phone Proactive mentality, positive attitude and consistent follow through Highly intelligent, strong organizational skills and attention to detail Ability to work independently with good time management and critical thinking skills Additional preferred skills: CFP® designation Experience with Salesforce CRM software 2+ years working in a fast-paced, high volume financial office environment

Commitment:

40 hours per week, 8am-5pm with some flexibility on days and times due to client appointment and evening event schedules.

Compensation:

Starting salary range is $70,000-85,000 with a 3-year target compensation of $120,000 which includes commissions & bonuses based on new business generated and having or attaining the CFP® designation. Also included are full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule and 12 paid holidays!

Equal Employment Opportunity Statement:

Legato Financial Group is an equal opportunity employer and complies with all applicable federal, state, and local employment laws. Employment decisions are made without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other protected characteristic under applicable law. Serious applicants only please as we are looking for a long-term fit. Thanks for your interest!

Pay:

$70,000.00 - $85,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person