Financial Advisor

Join to apply for the Financial Advisor role at Legacy Capital Planners

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Join to apply for the Financial Advisor role at Legacy Capital Planners

This range is provided by Legacy Capital Planners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$50,000.00/yr - $60,000.00/yr

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Legacy Capital Planners in Germantown, MD is seeking to add a Financial Advisor to the team!

Legacy Capital Planners specializes in serving individuals aged 55 and older with $1 million or more in investable assets, people approaching, or in retirement, who need expert guidance and personal attention.

This is an opportunity to join a boutique financial planning firm with a steady flow of qualified leads from educational seminars, client referrals, and strategic partnerships. You’ll work directly with high-quality prospects and existing clients while receiving mentorship from senior advisors.

• An exceptional communicator who can quickly earn trust and build strong relationships
• A consultative, relationship-driven sales professional with the ability to guide clients through complex financial decisions
• Confidence and professionalism in client meetings and public speaking environments
• A self-motivated, organized individual with strong follow-up and attention to detail
• A team player with a growth mindset and a commitment to long-term success
• 1+ years of financial services experience with an emphasis on sales
• Life and Health Insurance licensed required
• Series 65 preferred, or willingness to obtain
• Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
• Experience with CRM preferred, but not required
• Strong mathematical and analytical skills

Position Responsibilities:

• Meet with qualified leads generated through seminars, referrals, and client introductions
• Build rapport and trust with high-net-worth, retirement-focused individuals
• Create and present personalized financial plans tailored to each client's goals
• Recommend and implement financial strategies using tax strategies, investments, annuities, life insurance, and long-term care planning
• Participate in educational events and seminars as a firm representative and speaker
• Support other advisors while growing your own book of business over time
• Base salary $50,000-$60,000 based on experience
• Commission structure with bonus opportunities
• 401k with profit sharing
• Paid health insurance for employee
• PTO
• Cash balance retirement plan

Hours:

• Monday – Friday, 8:30am – 5:00pm
• Some evenings required for client events and educational seminars

Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided  We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.

If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

• Seniority level Associate

• Employment type
  
  Full-time

• Job function Finance

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