Registered Representatives
Find out how The Legend Group can help you create a real equity stake in your investment planning practice.
If you are interested in learning more about the benefits of working with Legend, visit
join.legendgroup.com for more information.
Home Office Opportunities
Join forces with a leader!
The Legend Group is a national financial services firm with more than 45 years of experience in the retirement planning industry. Through our nationwide network of financial advisors, The Legend Group services 3,500 employer groups with more than 850,000 employees. We believe our success is the result of our innovative approach to retirement planning and commitment to providing our Advisors and their clients with quality products and excellent service.
Legend's home office team enjoys the following benefits:
Location:
Our corporate headquarters is located in beautiful Palm Beach Gardens, Florida just minutes from I-95 and the Florida Turnpike.
Compensation Packages including:
- Competitive salaries
- Company-sponsored §401(k) plan with matching employer contributions
- Defined Benefit Plan
- Flexible & Dependent Spending Accounts
- Comprehensive medical coverage with optional Dental Insurance
- Life Insurance
- Supplemental Life Insurance
- Long Term Disability Insurance
- Tuition Reimbursement up to $1,000 per year on qualifying courses
- Generous paid time off
- Nine paid holidays
Friendly, professional work environment:
When you join Legend's dedicated home office team, you'll embark on a challenging and rewarding professional journey where you’ll be given the opportunity to showcase your talents as well as acquire new skills.
All resumes should be sent to
or you may fax them to 561-694-6755. Please remember to indicate your position of interest.
Current Job Openings:
§403(b) Administration/Retirement Plans
We are currently seeking a qualified individual to join our §403(b) Administration Department. The focus is to provide superior customer service to Retirement Plan Providers and/or Third Party Administrators (TPAs) and their plan sponsor clients.
Essential Responsibilities:
- Review and process TPA files and requests
- Process billing charges for safekeeping/custodial work process on a daily/monthly basis
- Responsible for servicing and supporting plans
- Evaluates plan documents and forms, internal recordkeeping problems or client concerns.
- Coincident with implementation of new plans, provides suggestions for plan design and/or administration enhancements to meet client objectives
- Establishment of positive relationships and vendors
- Stay abreast of regulatory changes in the pension arena
- Write procedures for new or updated processes
- Recognizes, reports and escalates non-standard issues to management
- May perform other related duties as required
Job Requirements:
- Must have strong knowledge of business computer applications (Microsoft Excel and Word)
- Strong written and verbal communication and customer service skills
- High level of detail and organizational skills
- Strong analytical and problem solving abilities
- Must have the ability to prioritize work to meet daily workload and deadlines
- Fundamental understanding of retirement plans, benefit payments and distribution processing
Education:
- High school education or equivalent experience with advanced business/technical school or college training preferred
- Minimum of five years applicable experience
- Paralegal experience a plus
Call Center Administrator, Palm Beach Gardens, FL and Amherst, NY
The Call Center Administrator will be responsible for supporting our Advisors and their Clients by
answering inbound calls related to taking trades, brokerage operation questions, cash management and transfers.
The successful candidate will establish a rapport with our top financial professionals in the financial
industry within the Legend Group family.
Job Requirements:
- FINRA Series 6, 7 or 11 preferred; if unlicensed, licensing required within 6 months
- Experience in facilitating mutual fund and stock trade executions
- Highly developed analytical, problem-solving, organizational and communication skills
- Ability to work independently and on several assignments simultaneously
- Self-motivated, proactive and works well under pressure
- Must be goal oriented, have exceptional attention to detail and must work well in team situations
- Thorough understanding of Microsoft Office applications
Research Assistant
We are currently seeking qualified individuals to join our Investment Management Department.
Responsibilities:
- Conduct basic economic and financial market research
- Generate reports from computer systems
- Generate independent research ideas
- Provide written reports on financial and economic developments
- Work in conjunction with analysts in preparing necessary information for presentation to senior management
Qualifications:
- Must have a keen interest in financial markets
- Ability to organize and interpret data
- Must be able to work independently and as part of a team
- Strong attention to detail and ability to complete projects in a timely manner
- Strong written and oral communication skills
- Requires strong Excel skills
Education:
- Bachelors Degree required; preferred majors – math, engineering, business
Performance Analyst Jr. or Sr.
Responsibilities:
- Compile and report Company's model account performance metrics.
- Assist with the preparation of presentation materials aimed at Executive Staff.
- Research data and calculate performance statistics and ratios.
- Prepare monthly financial report package.
Qualifications:
- Requires strong Excel and quantitative/analytical skills
- Requires strong analytical, communication, and project management skills and the ability to multi-task.
- Candidates must possess the ability to interact effectively with business partners and all levels of management.
- Strong attention to detail is critical.
- Candidates must have strong computer skills, be proficient in Excel, self-motivated and a solid team player.
Requirements:
- Quantitative Skills and Excel testing required prior to interview.
Education:
- Bachelors/Masters Degree required; preferred majors – math, engineering, business.
Administrative Assistant - Independence, Ohio
Job Description:
- Be highly organized
- Possess excellent computer skills
- Have the ability to handle all levels of communications in a timely manner
- Have the ability to work independently, learn new products quickly and manage multiple projects efficiently
Job Requirements:
- Excellent written and verbal communication skills
- Microsoft Office proficiency required
- Series 6 or 7 license within 6 months of employment