Legacy Wealth Strategies
Legacy Wealth Strategies is a financial advisory firm offering tax-efficient financial planning, investments, and insurance services.
- Open roles
- 396
Company signals
Score: 55Job facts
- Location
- Jacksonville, Florida, United States of America
Last verified live 3 days ago · checked directly on the company's Oracle Taleo
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Wealth Management Associate - FL, Jacksonville (5123)
at Legacy Wealth Strategies
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
- Client Engagement : Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
- Financial Strategy Development : Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
- Product and Service Consultation : Discuss financial products and services tailored to clients' unique situations
- Location : In-office presence required
- Work-Life Balance : Flexible schedule to maximize productivity and personal time