Financial Advisor - Manassas, VA

Advisor Talent Solutions•Manassas, VA

1d•$110,000 - $145,000•Onsite

About The Position

At Legacy Wealth Management, located in Manassas, VA, we are dedicated to providing top-notch financial services and investment advice to our clients. We are currently seeking a motivated and detail-oriented Financial Advisor to join our dynamic team. This role is pivotal in supporting our Lead Advisor and ensuring a seamless experience for our clients. In this role, you will play an integral part in delivering exceptional service to our valued clients, supporting their financial planning needs, managing client inquiries, and ensuring smooth daily operations. At Legacy Wealth Management, our core values guide everything we do: Accountability – Say what you'll do and do what you say. Integrity – Living with a clear conscience. Adaptability – Growth– rooted in humility. If you share these values and are passionate about making a positive impact in the lives of our clients, we invite you to apply and become a key part of our team.

Requirements

2+ years’ of financial advisory experience
Series 65 or 66 license
VA Life and Health License or willingness to obtain within 90 days
Previous experience in processing confidential, detailed paperwork
Proficient with MS Office Suite (Excel, Word, & PowerPoint)
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Nice To Haves

CFP or License to sell securities

Responsibilities

Conduct annual reviews of client accounts and maintain detailed client files
Manage daily client communications to ensure timely and effective service
Perform financial analyses, develop financial plans, and provide customized investment recommendations under the guidance of the Lead Advisor
Deepen client relationships and engage with both prospects and clients transitioning from the Lead Advisor
Perform portfolio risk assessments and offer investment advice based on comprehensive research
Monitor and resolve service issues to ensure a high-quality client experience
Accurately document all client interactions in the firm’s CRM system (Salesforce)
Lead client meetings from start to finish and guide clients through proposed portfolio changes
Ensure adherence to SEC and state licensing requirements