We are hiring!
The Legacy team is growing! Looking to join an energetic, creative team who is disrupting the financial services industry? We are passionate about our mission to deliver unmatched results and unparalleled service to our clients.
If this is what you are looking for too, email us your resume and a short video telling us why you would be a great fit for this role!
ROLES & RESPONSIBILITIES
We are searching for a motivated and competent individual to elevate our firm’s financial planning, consulting, and investment management services.
Financial Plan Development
Assist with building financial plans and the implementation of financial plan objectives
Create Planning Reports
Responsible for creating planning reports and the management of client data
Financial Plan Delivery
Create financial plan deliverables and documents to meet client goals
Maintain and provide documentation and records to satisfy compliance requirements
Prepare documentation and reports for client review meetings. Collaborate with Advisors on best practices.
Assist with trade requests, cash management and client portfolio rebalancing
Licenses & Credentials
Series 7 & 66 securities licenses required. Life and health insurance licenses beneficial. CFP, CPA, or other advanced credentials preferred.
Position will be full-time, and located in our office in Franklin, TN. Our office hours are Monday thru Friday from 8:30 am – 5:00 pm.
Compensation & Benefits
Salary provided based upon experience and credentials. Additional bonus opportunities available. 401(k) provided with 3% employer match.