Legacies, LLC
51 - 200 employees
Founded 2010
🏥 Healthcare
🌍 Social Impact
Healthcare • Social Impact
Legacies, LLC is a Winona, Minnesota–based provider of Individualized Home Supports and Community Residential Services for children, adolescents, and adults with mental health diagnoses and developmental disabilities. They operate locally (Winona County), offering residential supports, employment opportunities, and person-centered care delivered by trained staff. The company emphasizes a philosophy of helping clients achieve happiness and success through appropriate supports, and is led by owners Todd and Shannon Natzke, with Shannon serving as Director of Services.
Licensed Financial Professional
Job not on LinkedIn
🕒 July 27
🧀 Wisconsin – Remote
⏳ Contract/Temporary
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 15%
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Legacies, LLC
51 - 200 employees
Founded 2010
🏥 Healthcare
🌍 Social Impact
Healthcare • Social Impact
Legacies, LLC is a Winona, Minnesota–based provider of Individualized Home Supports and Community Residential Services for children, adolescents, and adults with mental health diagnoses and developmental disabilities. They operate locally (Winona County), offering residential supports, employment opportunities, and person-centered care delivered by trained staff. The company emphasizes a philosophy of helping clients achieve happiness and success through appropriate supports, and is led by owners Todd and Shannon Natzke, with Shannon serving as Director of Services.
📋 Description
• Complete required licensing, training and continuing education • Perform needs-based analysis and develop appropriate recommendations • Educate clients on life insurance and retirement planning strategies • Assist with applications, underwriting coordination, and implementation • Maintain ongoing client service through periodic reviews
🎯 Requirements
• Professional experience in healthcare, business, sales, education, or other client-facing roles preferred • Strong communication and interpersonal skills • Self-motivated with the ability to work independently • Interested in building a long-term advisory practice • Active Life Insurance License or willingness to obtain within 60 days of onboarding
🏖️ Benefits
• Structured onboarding and mentorship • Access to a broad range of insurance and retirement products • Compliance and case design support • Flexible remote work structure • Ongoing professional development
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