Job summary
Job post source
This job is directly from Golden Legacy Financial
Job overview
The Entry-Level Financial Planning role at Golden Legacy Financial focuses on helping clients from diverse backgrounds with financial strategies to secure their retirement and financial future.
Responsibilities and impact
The role involves training to convert client portfolios into tax-advantaged retirement vehicles, providing financial education, and supporting clients in making informed financial decisions.
Compensation and benefits
This is a 1099 production-based, commission-only position offering high income potential, flexible scheduling, part-time or full-time options, and unlimited growth potential.
Experience and skills
Candidates must have outstanding communication skills, be detail-oriented, able to work under pressure, and capable of multitasking; sales experience is preferred but not required as training is provided.
Career development
The position offers unlimited growth potential and the opportunity to build a career with no glass ceilings in a growing financial firm.
Work environment and culture
The company promotes an educational approach to financial planning, emphasizing integrity, teamwork, and a positive attitude in a supportive and expanding environment.
Company information
Golden Legacy Financial is a firm dedicated to serving families, individuals, and businesses nationwide with financial strategies and education, emphasizing accessibility and no minimum investment requirements.
Application process
Applicants are encouraged to respond with their resume and must be able to complete licensing requirements within 60 days.
Unique job features
The job offers a unique opportunity to work in a commission-based financial planning role with flexible hours and a focus on educating underserved clients.
Company overview
Golden Legacy Financial is a financial services company that provides a range of financial products and advisory services to individuals and businesses. They generate revenue through investment management, financial planning, and insurance services, catering to a diverse clientele seeking wealth management solutions. The company has a history of prioritizing client relationships and trust, emphasizing personalized financial strategies. Known for its commitment to innovation, Golden Legacy Financial continually adapts to market changes, ensuring clients receive up-to-date and effective financial advice. Their reputation for reliability and expertise makes them a respected player in the financial services industry.
How to land this job
Position your resume to highlight strong communication skills, both verbal and written, showcasing your ability to educate and connect with a diverse client base, aligning with Golden Legacy Financial's mission to serve all families regardless of net worth.
Emphasize your adaptability, detail orientation, and ability to multitask under pressure, which are critical for managing client portfolios and meeting licensing requirements within 60 days.
Apply through multiple channels including Golden Legacy Financial's corporate website and LinkedIn to maximize your visibility and ensure your application reaches the right hiring managers.
Connect on LinkedIn with individuals in Golden Legacy Financial's financial planning or client services divisions; use ice breakers like commenting on their commitment to client education or asking about their experience helping families navigate financial challenges.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial planning,' 'client education,' 'communication skills,' 'team environment,' and 'time management' to pass initial screenings effectively.
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