Wealth Advisor: Lead-Generated Meetings, Close & Service
Listed on 2026-11-05
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Finance & Banking
Wealth Management
Legacy Wealth Management is seeking an experienced financial advisor to independently manage warm, firm-generated leads from first meeting to close while servicing a portion of the existing client base.
The role leverages firm-supported marketing and client transfer resources, focusing on advising and relationship-building rather than cold prospecting. All client relationships remain with the firm, offering a clear career path.
This opportunity is for the Wealth Advisor:
Lead-Generated Meetings, Close & Service role at CFP Board of Standards Inc.
Join CFP Board of Standards Inc. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Advisor:
Lead-Generated Meetings, Close & Service role at CFP Board of Standards Inc., based in Manassas, VA, United States.
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