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Financial Advisor

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The Legend Group

2021-12-03 07:33:52

Job location Louisville, Kentucky, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Midwest Legend Group has a new and exciting opportunity for a Financial Advisor in Louisville, KY.


The successful candidate will have the opportunity to service new potential clientele in current 403(b) and 457 payroll slots that include a large pool of potential clients.


The qualified individual will:

  • Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful Financial Advisor
  • Ability to generate leads, set and hold productive meetings, present and implement solutions and be proactive in providing ongoing support and service
  • Understand that our value lies in the depth of client relationships and is exceptional at developing them, particularly with high net worth prospects and clients
  • Be an established, consummate professional at all times, both internally with our team and externally with the public
  • Provide clients with a full range of investment services that Midwest Legend Group offers


Desired Skills and Experience:

  • 1+ yrs. financial sales experience preferred
  • Bachelor's degree or equivalent experience in business, finance, sales, marketing or related field
  • Ability to build and manage client relationships
  • Excellent written and oral communication skills
  • FINRA Series 7 and 66 preferred, exceptional candidates without this licensing will be considered
  • State insurance licenses preferred


Company Overview

For over 50 years, The Legend Group has been helping investors to work toward their financial goals. Through Lincoln Investment, our Financial Professionals offer a wide variety of products to our clients with personalized service and attention. Our Financial Professionals help make investing easier to understand. They provide investment solutions for retirement, education savings plans, insurance needs, income generation and professional portfolio management.

Since we are an independent financial plan consulting firm, we work for you the client and hold this relationship in the highest regard. We continuously strive to research and find the best investments and insurance products to fit your individual needs.

  • For more information, please visit our website:

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