Senior Financial Advisor - Boise, United States - Legacy Wealth Management LLC

Description

Role Description
This is a full-time hybrid role for a Senior Financial Advisor at Legacy Wealth Management.

The Senior Financial Advisor will be responsible for providing comprehensive financial planning, offering finance and investment advice, and specializing in retirement planning.

The role will involve working closely with clients to understand their financial goals, developing personalized financial strategies, and providing ongoing financial advisory services.

Qualifications
Financial Planning and Financial Advisory skills
Expertise in Finance and Investments
Specialization in Retirement Planning
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to build and maintain client relationships
Knowledge of tax laws and regulations
Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
Bachelor's degree in Finance, Economics, Business, or a related field

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