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About the Role
Legend Wealth Management LLC is seeking a motivated and detail-oriented Financial Sales Assistant in Amherst, NY, to support a dynamic sales team dedicated to helping clients achieve their financial goals. This role offers a rewarding career in financial services for individuals passionate about finance and client-focused environments.
Responsibilities
- Support financial advisors and sales team with daily administrative and client service tasks.
- Assist in preparing financial proposals, presentations, and client reports.
- Manage client communications, scheduling, and follow-ups to ensure a seamless client experience.
- Maintain and update CRM systems with accurate client data and activity records.
- Assist with prospecting efforts, lead generation, and new client onboarding.
- Process financial documents, applications, and account paperwork in compliance with regulations.
- Coordinate with internal teams to ensure timely execution of client requests and transactions.
Requirements
- 1+ years of experience in financial services, sales support, or a related field preferred.
- Strong knowledge of financial products, wealth management, or investment services is a plus.
- Excellent communication, interpersonal, and customer service skills.
- Proficiency in Microsoft Office Suite and CRM software.
- Highly organized with strong attention to detail and ability to multitask.
- Series 6, 7, or 63 license is a plus, or willingness to obtain license.
- Self-starter with a team-oriented mindset and professional demeanor.
Location
- Amherst, NY
Experience Level
- 1+ years of experience
Benefits
- 401(k)
- Employee discounts
- Health insurance
- Paid time off
About the Company
- Legend Wealth Management LLC is a trusted financial services firm based in Amherst, NY, committed to delivering personalized wealth management solutions that empower clients to secure their financial futures.
- Our clients choose us for our integrity, expertise, and dedication to building long-lasting relationships.
- We foster a collaborative and supportive workplace where team members are encouraged to grow professionally and make a meaningful impact.