Legacy Financial Network is one of the leading behavioral financial firms in West Michigan because our firm was founded on the belief that money is a tool, not an identity.

We have 4 questions for you…

• Do you believe that truly understanding a CLIENT’S GOALS is the best way to serve them?
• Do you believe that as client’s RETIREMENT INCOME should be the priority?
• Do you believe that an advisor’s job is to help their client UNDERSTAND THE EMOTIONS driving their decisions and behavior?
• Do you believe that a person’s “true net worth” has NOTHING TO DO WITH THEIR ACCOUNT SIZE?

If you answered YES to those questions, being an Investment Representative at Legacy Financial Network could be the perfect fit for you.

We are focused on more on providing and protecting the income that our clients need to live their desired life, rather than being focused on returns. If we can cover all the needs and wants that a client has, then why take unnecessary risk? We believe money is a tool for living, not the reason for living.

One of the best parts about working with us is the ability to structure your client’s financial futures the way you and they feel is best. No corporate programs to sell. No flavors of the day, just the OPPORTUNITY TO DO THE RIGHT THING.

We are looking for two Investment Advisor Representatives to help manage our growth. We currently have three offices in West Michigan – Grand Rapids, Holland, and Muskegon. The advisor can be based in any of the offices but can expect to have meetings in all three locations.

COMPENSATION & BENEFITS

• Comp from at $75,000-$250,000
• A compensation payout grid that STARTS at 50% at dollar one
• 401k Matching
• Opportunity to provide a ton of value and make an excellent living HELPING PEOPLE
• The opportunity to work with and get mentored by one of the true THOUGHT LEADERS in our industry
• Tasteful, fully furnished office
• Support staff
• Marketing support programs funded by the firm to help attain new clients
• The opportunity to potentially participate in other businesses that the firm is involved in

REQUIREMENTS

• A strategic thinker, who can help the firm attain its next level of success
• Minimum 5 years of experience in managing your own clients
• An existing book of business
• An ability to communicate and lead our third-party money management to meet client goals
• Comfort with using third party planning software
• A willingness to learn and explore new things
• The ability to work independently and within a team environment

HOW TO APPLY

If you are ready to take your CAREER and LIFE to the NEXT LEVEL, submit your application today!

Thank you for your interest and we are looking forward to meeting you soon!

Legacy Financial Network

700 Terrace Point Dr.

Suite 325

Muskegon, MI 49440

(616) 589-4004

https://legacyfinancialnetwork.com/contact/

Job Type: Full-time

Pay: $75,000.00 - $250,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off

Physical setting:

• Office

Schedule:

• 8 hour shift

Application Question(s):

• Do you have an existing book of business that you could bring with you?
• What licenses do you currently hold?
• What makes you a great candidate for this position?

Experience:

• managing your own clients: 5 years (Required)

Work Location: Multiple Locations

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