Legacy Advisor; Service Advisor

Legacy Wealth Management is one of the fastest-growing independent wealth advisory firms headquartered in Manassas, VA. We exist to inspire and empower our clients to fulfill their legacy! This is what drives us to help our clients achieve their financial goals and empower them to live the life they want to live. We do this through comprehensive investment strategies and a commitment to passionate client service.

Are you seeking more than just a job—looking to build a career as a financial advisor and help others make their retirement dreams come true? Do you have a passion for delivering exceptional client service while contributing to the daily meetings needs of a dynamic, growing office? Legacy Wealth Management is looking for someone who is ready to run meetings, build lasting relationships with clients, and pull additional assets into the firm.

We want individuals eager to be part of a high-performance team with a long-term vision. If you're ready to invest in yourself and your future while helping others secure theirs, Legacy Wealth Management is the place for you.

• FINRA Series 65, or 66 licenses (already licensed is required).
• Direct client meeting experience in the wealth management industry (at least 2 years)
• A strong desire to develop financial planning expertise and pursue long‑term career growth.
• VA Life & Annuities and Health licenses (already licensed is preferred)

• Exceptional organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• The ability to prioritize tasks and manage time effectively.
• A 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.

• Run one‑on‑one meetings with clients.
• Conduct portfolio risk assessments and offer research‑based insights to enhance client portfolios.
• Maintain accurate and detailed client files.
• Instruct team on follow up items for a client.

• Say what you’ll do and do what you’ll say
• Live with a clear conscience
• Growth—Rooted in humility

Legacy Wealth Management offers an unparalleled opportunity to join a team shaping the future of wealth management. Be part of a firm where your contributions will be valued, your skills will grow, and your career will thrive.

Take ownership of your future—join Legacy Wealth Management today.

• Base salary $110,000 ($145,000 for those that have CFP)