Experienced Financial Advisor
About The Position
At One Legacy Financial Group, we provide experienced advisors with the support, flexibility, mentorship, and resources needed to build a thriving long-term business while helping clients pursue financial confidence. Backed by the strength and stability of OneAmerica Financial, One Legacy offers the opportunity to grow your practice, expand your impact, and build a lasting legacy. Our platform is designed to help advisors grow their practice, strengthen client relationships, build referral networks, develop centers of influence, expand their professional impact, and create long-term business value. We believe advisors should be rewarded for the value they create, offering uncapped earning potential, performance-based compensation, residual income opportunities, bonus and recognition programs, leadership advancement opportunities, and long-term business growth. We encourage advisors to build referral partnerships, develop community influence, create enterprise value, mentor future advisors, and build and lead teams. Whether your vision is growing an independent practice or leading a larger organization, we provide the support and resources to help you get there. We help advisors think beyond next year's production goals, offering opportunities in team development, leadership succession, practice continuity planning, mentorship, and business transition strategies for multi-generational practice growth.
Requirements
- Experienced Financial Advisor
- Entrepreneurial
- Relationship-Focused
- Growth-Oriented
- Community-Minded
- Self-Motivated
- Coachable
- Leadership-Driven
- Passionate About Helping Others
Responsibilities
- Develop and maintain long-term client relationships
- Conduct comprehensive financial reviews
- Deliver personalized planning strategies
- Help clients pursue retirement, protection, and wealth accumulation goals
- Expand referral relationships
- Develop centers of influence
- Strengthen community presence
- Participate in networking and business development activities
- Mentor developing advisors
- Collaborate with experienced professionals
- Participate in advanced leadership training
- Contribute to long-term organizational growth
Benefits
- Health Insurance
- Life Insurance
- Disability Insurance
- 401(k)
- Paid Office Expense Support
- Marketing Support
- Business Development Resources
- Continuing Education Opportunities
- Advanced Planning Resources
- Leadership Development Programs
- Recognition Programs
- Bonus Opportunities
- Incentive Opportunities
- Professional Mentorship
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
