Why Join Legacy Wealth Management Inc.?
If you're an experienced financial advisor who loves client meetings but doesn't want to spend your days cold calling, networking for leads, or building a book from scratch, this role is designed for you. Legacy Wealth Management invests in marketing and provides qualified opportunities. You'll independently lead prospect meetings, convert new business, and develop long-term relationships with an existing client base.
Legacy Wealth Management is one of the fastest-growing independent wealth advisory firms headquartered in Manassas, VA. We exist to inspire and empower our clients to fulfill their legacy. We do this through comprehensive investment strategies and a commitment to passionate client service.
About the Role
Legacy Wealth Management is looking for an experienced advisor to independently take warm, firm-generated leads through the full sales process, from first meeting to close, while also servicing a portion of our existing client base. The firm invests in marketing and lead generation, so you're not prospecting: you're running meetings, building trust quickly, and converting qualified opportunities into long-term client relationships. Dedicated client transfer and paraplanning support allows advisors to remain focused on client meetings, recommendations, and relationship management.
This is a strong fit for an advisor who is comfortable independently leading client meetings, has demonstrated success closing new business, and wants to focus on advising and relationship-building rather than prospecting.
Note: All client relationships and accounts are owned by the firm. This is a career-track advisor role within Legacy Wealth Management. No portable book or independent-practice arrangements.
Minimum Requirements
- 3+ years of experience in the wealth management industry, including a couple of years specifically in client sales meetings (new business development and servicing).
- Demonstrated ability to independently run and close sales meetings with new prospects.
- Required: FINRA Series 65 or 66 license (active licensure required).
- Preferred: CFP® and VA Life & Annuities and Health licenses (active licensure).
- Strong desire to continue developing financial planning expertise and long-term career growth.
Skills & Attributes
- Confident, consultative sales approach with strong closing ability.
- Exceptional organizational skills and attention to detail.
- Excellent verbal and written communication skills.
- Ability to prioritize tasks and manage time effectively across new business and existing client responsibilities.
- Resourceful, proactive, and flexible approach to problem-solving.
- Positive attitude, strong work ethic, and reliability.
- Professionalism and emotional maturity under pressure.
- Strong follow-through and persistence in achieving goals.
Key Responsibilities
- Meet independently with warm, firm-provided leads and guide them through the full sales process to close new business.
- Service and maintain relationships with an assigned portion of the firm's existing client base.
- Conduct portfolio risk assessments and offer research-based insights to enhance client portfolios.
- Maintain accurate and detailed client files.
- Direct and instruct support team members on client follow-up items.
Legacy Wealth Management Core Values
- Say what you'll do and do what you'll say.
- Live with a clear conscience.
- Growth — rooted in humility.
Compensation & Benefits
- Base salary: $125,000 base salary; $150,000 for candidates with an active CFP® designation.
- Target total compensation $160K–$225K+ from production-based incentive compensation tied to new assets and business closed, with firm-generated leads and no cold prospecting required.
- Licensing & professional development support, including assistance with required insurance licensing and CFP® certification for eligible candidates.
- Comprehensive benefits package.
- PTO & sick time.
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