Financial Advisor

Based in Aberdeen, SD, LFP Consulting invites you to join the Client Service Center as a Financial Advisor. This onsite role centers on delivering thoughtful financial guidance to clients through phone, email, and web-based channels, with licensure support to achieve necessary credentials within six months. The role offers a competitive salary of USD 50,000 to 70,000 per year, a strong benefits package, and a clear path for professional development within a collaborative, growth-focused culture.

Benefits

• Learning and development opportunities, including leadership programs and goal setting to support long-term career growth; mentorship and internal advancement opportunities.
• A culture of innovation where you contribute to solutions and have a voice in shaping processes and practices.
• A collaborative team environment within the Legacy Financial Partners family, with encouragement and support from teammates.
• Competitive compensation.
• Comprehensive benefits package covering medical, dental, and vision; employer HSA contribution; paid time off; retirement plan; clothing allowance; and an annual team-building retreat.
• Collaborative atmosphere and an innovative culture that values fresh ideas and practical improvements.
• Education reimbursement to encourage ongoing learning and career growth.

Responsibilities

• Client acquisition: develop strategies to grow the client base with a formal plan, leveraging referrals, networking, seminars, and attendance at relevant events.
• Practice development: create and track an annual business plan, including goals for total GDC, recurring revenue, new clients with a plan, net flows, assets under management, and financial plans; meet weekly with leadership to review progress.
• Client relationship management: own the client relationship, manage plan delivery, respond to questions, and address objections to ensure service quality.
• Advanced case analysis: engage in estate planning, tax strategy, retirement distribution planning, and protection planning as part of comprehensive guidance.
• Lead direct staff reports: conduct regular meetings to review workflow, client requests, and tasks.
• Participate in team activities: attend staff meetings and retreats, contributing ideas to enhance the client experience and improve practice efficiency.
• Continuing education and professional development: fulfill all continuing education requirements, engage in professional development opportunities, and pursue credentials, awards, or designations to strengthen expertise.

Requirements

• 2 years of financial service experience.
• Bachelor’s degree or equivalent experience.
• SIE, Series 7TO, Series 66 and State Insurance certifications.

Ideal Education & Experience

• 2 years of financial service experience.
• Bachelor’s degree or equivalent experience.