Wealth Advisor – Warm Leads Provided
About The Position
Legacy Wealth Management Inc. is seeking an experienced advisor to independently manage warm, firm-generated leads through the full sales process, from the initial meeting through closing, while also servicing an assigned portion of the firm’s existing client base. The firm invests in marketing and lead generation, so the advisor can focus on meetings, building trust, converting qualified opportunities, and developing long-term client relationships rather than cold prospecting. Dedicated client transfer and paraplanning support helps advisors focus on client meetings, recommendations, and relationship management. This is a career-track advisor role. Client relationships and accounts are owned by the firm; portable books and independent-practice arrangements are not part of the role.
Requirements
- At least 3 years of experience in the wealth management industry, including a couple of years specifically in client sales meetings involving new business development and servicing.
- Demonstrated ability to independently run and close sales meetings with new prospects.
- Active FINRA Series 65 or Series 66 license.
- Strong desire to continue developing financial planning expertise and pursue long-term career growth.
- 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.
Nice To Haves
- Active CFP® designation.
- Active Virginia Life & Annuities and Health licenses.
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.
Benefits
- Licensing and professional development support, including assistance with required insurance licensing and CFP® certification for eligible candidates.
- Comprehensive benefits package.
- PTO and sick time.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
