Overview:

Legacy Investment Planning seeks a motivated and competent individual to elevate our firm’s financial planning/consulting services and investment management.

Title:

Financial Planning Associate

Position:

Full-Time Location: Franklin, Tennessee

Preferred Licenses/Credentials:

? Series 7 and 66 securities licenses

? Life and health insurance licenses

? CFP, CPA, or other advanced credentials

Roles/Responsibilities:

? Financial Planning/Consulting

? Assist with Plan Development & Implementation

? Preparation of Financial Planning Reports & Client Data Input

? Creation of Plan Deliverables

? Assist with Compliance Approval and Requirements

? Advisor Support

? Prepare Documentation & Reports for Client Review Meetings

? Collaboration and Best Practices w/ Advisor Team

Compensation/Benefits

? Salary: Depends on experience and credentials

? Bonus opportunities

? Benefits: 401(k) with 3% employer contribution