Posted 20 days ago

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.

• Jennie Johnson's Power Apply feature can automate your multi-channel applications, tailor your resume with relevant keywords, and identify LinkedIn contacts to network with, letting you focus your time on interview preparation and skill development.