Part-Time / Full-Time, Remote, Financial Strategist

At Legado LD, we specialize in empowering individuals and businesses across the United States to achieve financial success through a comprehensive, six-step approach. We provide tailored services such as increasing cashflow, building emergency funds, eliminating debt, offering personalized insurance plans, utilizing tax-free investment strategies, and creating robust estate plans. Our expertise extends to serving middle-income families as well as high-net-worth individuals and business owners through our fractional family office concept. With a nationwide reach, we are committed to fostering entrepreneurship and financial empowerment within the industry.

Role Description

This can be either a Part-Time or Full-Time Remote role for a Financial Strategist. As a Financial Strategist, you will be responsible for analyzing financial information, developing personalized financial plans, providing investment and retirement planning advice, and helping clients achieve their financial goals. You will also assist in the implementation of tax-efficient strategies, conduct financial analyses, and stay up-to-date with market trends and regulations.

Applicants must be 18 yrs old or older, US Resident or citizen, and be willing to go through a background check.

This is a 100% commission based role. Please do not apply if this is a deal breaker for you. Most people are able to start on a part time basis, learn the industry and be on a path to cross the 6 figure range within the first 12 months. We provide training, coaching, mentoring to ensure success.

Qualifications

• Financial Planning and Finance skills
• Strong analytical skills
• Knowledge of Financial Services and Accounting principles
• Excellent written and verbal communication skills
• Ability to work independently and remotely
• Attention to detail and accuracy
• Certification in Financial Planning or related field is a plus
• Bachelor's degree in Finance, Accounting, or a related field preferred but not required