Lead Financial Advisor

Legato Financial Group, Inc.•Jacksonville, FL

13d•Hybrid

About The Position

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 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. The Lead Advisor we choose will be intelligent, articulate, pleasant, dependable and brings a great attitude to work every day.

Requirements

Series 65 or 7/66 with Life & Health Licenses
2-7 years in financial services offering investment management and insurance services
Experienced and dynamic public speaker
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

Nice To Haves

Experience with Salesforce CRM software
2+ years working in a fast-paced office environment

Responsibilities

Serve as the face to the public in a market and the primary onboarding conduit for new clients to build financial strategies designed to help them achieve their goals.
Follow-through consistently in all efforts, build relationships with prospects, clients, and help service staff prepare for client appointments.
Speak to groups of prospective clients at retirement planning courses, dinner events and other company events approximately four evenings per month.
Assess client assets, goals, risk tolerance and general retirement plan to determine if improvements are needed.
Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs.
Build strategies and offer strategic advice on products and services such as investments and insurance according to fiduciary standards.
Interact professionally with clients by phone and/or in person to update the client’s profile and financial situation/needs.
Complete meeting follow ups and keep CRM updated appropriately.
Meet production targets that impact overall company revenue goals.
Prepare client reports and review summary for strategy implementation.
Support our operations team and ensure they have all the necessary information to fulfill their responsibilities.
Additional tasks as assigned by management.