Find out how The Legend Group can help you turn your retirement practice into a financial powerhouse!

*To gain access to Legend's Prospective Advisors' Website, complete this registration form or contact a Legend Regional Vice President in your area.

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Benefits summary plan descriptions are available via the Waddell & Reed HR website.

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Join forces with a leader!

The Legend Group is a national financial services firm with more than 40 years of experience in the retirement planning industry. Through our nationwide network of retirement advisors, The Legend Group services 3,500 employer groups with more than 850,000 employees. Legend’s tremendous growth 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:

Great Location:

Our corporate headquarters is located in beautiful Palm Beach Gardens, Florida just minutes from I-95 and the Florida Turnpike.

Outstanding Compensation Packages including:

Competitive salaries
Company-sponsored §401(k) plan with matching employer contributions up to 4%
Defined Benefit Plan
Flexible & Dependent Spending Accounts
Comprehensive medical coverage with optional Dental Insurance
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.

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All resumes should be sent to or you may fax them to 561-694-6755. Please remember to indicate your position of interest.

Administrative Assistant/LAC
Conscientious, multi-tasking individual needed for various duties in the new LAC Office located on PGA Blvd next to the Mall. Duties will include, but will not be limited to, switchboard, general office duties, meeting preparations for guests, liaison with Legend’s Office Manager as respects phones, supplies, office equipment, etc.

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Event Planner/Marketing Specialist

Job Responsibilities:
•	Primary responsibility for planning all corporate and field events
•	Assist in the daily activities of the Marketing Department
•	Work directly with marketing team, sales and field management to facilitate projects and enhance work flow within the Marketing Department
Reports to: National Sales Manager
Duties:
•	Execute the management of projects from conception to completion
•	Provide communications as directed to Management and the sales force
•	Manage all aspects of the event planning process for corporate and field events
•	Maintain all projects within budget and time constraints
•	Support the Design Team in securing information necessary to complete design projects
•	Write and distribute department and project correspondence as required
•	Primary marketing contact for internal corporate staff and external sales management
•	Coordinate projects with outside vendors and field management
•	Additional duties as required
Skills:
•	Proven ability as an event planner
•	Capability to work within a corporate environment
•	Strong verbal and communication skills
•	Problem-solving capabilities and demonstrated ability to multi-task
•	Ability to work without close supervision
Computer Applications:
•	Working knowledge of Microsoft Office including Word, PowerPoint, Excel and Outlook
•	Candidate must be comfortable with various forms of electronic media and be able to easily learn new applications

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Data Entry Clerk

Job Responsibilities:
•	Set up new accounts and update existing accounts on the AS400 system.
•	Identify errors made on paperwork before accounts are set up.
•	Correct errors identified by Quality Control after accounts are set up.
Qualifications:
•	Requires speed and accuracy at entering information into the system.
•	Must be detail oriented and organized.
•	Ability to utilize the internet for research.
•	Must be able to meet daily deadline.
Requirements:
•	Previous data entry skills.
Education:
•	High School Diploma.

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Research Assistant

Responsibilities:
•	Compile and report Company’s model account performance metrics.
•	Employ analytical, conceptual and creative thinking skills to improve overall business and reporting performance.
•	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:
•	Candidates must have strong computer skills, including excellent Excel skills, be self-motivated and a solid team player.
•	Requires strong analytical, communication, and project management skills and the ability to multi-task.
•	Strong attention to detail is critical.
•	MS SQL experience a plus

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Advisory Operations Support

Responsibilities:
•	Assists in the monitoring of allocations and re-balancing in investment models
•	Processes fee collection for custodial and advisory services
•	Production and mailing of custodial and advisory services quarterly statements
Qualifications:
•	Requires solid analytical skills
•	Ability to manage multiple competing demands
•	Must have working knowledge of Word and Excel
•	Team player
•	Training provided

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Advisory Quality Control Specialist
Knowledge of AS400 system; experience working/financial paperwork a plus, as you will be looking for mistakes made on financial applications entered into our system. Accurate, fast delivery and ability to meet daily deadlines; positive attitude. Will train.

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Key Accounts/Internal Support
Work closely with Key Accounts Manager to support relationships, develop & implement procedures & increase sales of our innovative investment management programs through 3rd party channels. Prepare proposals, presentations, reports & email. NASD Series 6/pass within one year.

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Research Analyst
Seeking qualified individual to join our Investment Management Department.

Responsibilities:
•	Hands-on financial modeling and forecasting. Assist with the design and development of new forecasting models.
•	Compile and report Company’s model account performance metrics.
•	Employ analytical, conceptual and creative thinking skills to improve overall business and reporting performance.
•	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 mathematical/analytical skills including specific knowledge of non-linear algebra and regression analysis.
•	Requires strong analytical, communication, and project management skills and the ability to multi-task.
•	Strong quantitative and organizational skills along with a thorough understanding of corporate finance principles and financial modeling concepts are required.
•	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.
•	MS SQL experience a plus
Requirements:
•	Quantitative Skills and Excel testing required prior to interview. Monetary bonus paid upon successful testing and completion of interview.
Education:
•	Bachelors Degree required; preferred majors - math, engineering, business.
•	Company will sponsor CFA.