Wealth Advisor: Lead Client Meetings & Growth
Job in
Manassas, Prince William County, Virginia, 22110, USA
Listed on 2026-06-24
Listing for:
Legacy Wealth Management Inc.
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Banking & Finance
Job Description & How to Apply Below
Legacy Wealth Management Inc. is looking for a Financial Advisor in Manassas, Virginia, with a passion for helping clients achieve their retirement dreams. Candidates should have 2+ years of direct client meeting experience in wealth management and relevant licenses like FINRA Series 65 or 66.
This role involves running client meetings, conducting risk assessments, and maintaining accurate client files. Join a team shaping the future of wealth management while your contributions are valued.
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