Entry-Level Financial Consultant

About Legado Financial Solutions

Legado Financial Solutions is a financial services organization committed to empowering individuals and families to achieve their financial goals. We specialize in offering customized financial solutions, including financial planning, investment strategies, and retirement planning. With a strong focus on client education and long-term relationships, our team provides comprehensive support to help clients navigate financial decisions. Our mission is to deliver trusted guidance and ensure financial well-being for each person we serve while building an all-star team of professionals we can train to achieve passive income.

Role Description

This is a part-time, hyrbid role in Stafford, VA, for an Entry-Level Financial Consultant. The responsibilities include assisting clients in crafting tailored financial plans, analyzing investment opportunities, and developing strategies for retirement planning. The consultant will also educate clients about financial products and help them make informed decisions to achieve their financial goals. Collaboration with the team and maintaining up-to-date knowledge of financial trends will be essential.

Qualifications

• Minimal knowledge in Financial Planning, Retirement Planning, and Investments *training available
• Bilingual in English and Spanish is a plus
• Must be 18+ years old
• Must be able to have a clear background check when fingerprinted due to state and federal regulations
• Excellent communication and interpersonal skills to build client relationships
• Willingness to get licensed (e.g., Series 6, 63, or life insurance license)
• Willingness to learn and adapt in a dynamic financial environment