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Financial Advisor Job in Buffalo, New York : NY

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Financial Advisor

Lincoln Investment LLCLogo
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Lincoln Investment LLC
Finance, Customer Service, Consultant
Buffalo
New York
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Financial Advisor Job Description

The Legend Group has a new and exciting opportunity available for Financial Advisors located in Buffalo, Albany, Southern New York, and Eastern New York. If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals, then perhaps this is the opportunity you’ve been waiting for. For 50 years, The Legend Group has been helping investors to work toward their financial goals. Legend is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. 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 candidate will be provided with leadership, guidance, training and support and has the option to work out of the current office spaces in the various New York locations. Compensation flexible and commensurate with experience.


We are looking for individuals who:

  • Possess a self-starter, entrepreneurial spirit with a deep desire to take ownership of their own business;

  • Have a passion for helping others achieve their financial dreams;

  • Are willing to put the best interest of their clients above their own;

  • Enjoy building lasting friendships with like-minded Financial Advisors;

  • Are willing to make a commitment to walk hand-in-hand with their clients through their life’s journey;

  • Will make a commitment to keep growing in their quest to be the best Financial Advisor they can possibly be.


Buffalo Financial Advisor Job

Financial Advisor Job Requirements

Desired Skills and Experience

  • 2-4 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

  • FINRA Series 6, 63 and 65 may be considered for exceptional candidates

  • State insurance license


Company Overview

For over 50 years, The Legend Group has been helping investors work toward achieving their financial goals. Our history is rooted in the development of products and services for retirement plans, and over the years we have played an influential role in the evolution of the 403(b) retirement plan market. Legend is a full-service investment planning firm whose financial professionals offer a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. Our nationwide network of financial professionals is prepared to guide clients into setting realistic and attainable objectives, and assisting in designing an investment strategy to help clients reach them.


Legend's financial professionals’ mission is to deliver professional investment guidance, quality investment products and unparalleled service. They strive to achieve this goal via state-of-the-art technology, dynamic asset management programs and a dedicated support team. For more information on The Legend Group, please visit our website at www.legendwny.com/



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