Wealth Advisor: Close New Business from Warm Leads

Legacy Wealth Management Inc.; Manassas (VA); On-site; USD 110,000 - 145,000; Full time

Benefits offered by this job

Bonus on new assets

Comprehensive benefits package

PTO & sick time

Job summary

Legacy Wealth Management Inc. in Manassas, VA is seeking an experienced advisor to independently take warm, firm-generated leads from first meeting to close while servicing existing clients.

The role emphasizes sales meetings, trust-building, and converting opportunities into long-term relationships. Ideal candidates have a track record of closing new business, strong client-facing skills, and a commitment to career growth within Legacy Wealth Management.

Qualifications

• 3–4 years in wealth management sales and client meetings.
• Ability to independently run and close sales meetings.
• Active FINRA Series 65 or 66 license.
• VA Life & Annuities and Health licenses preferred.

Responsibilities

• Meet independently with warm, firm-provided leads and close new business.
• Service and maintain relationships with existing clients.
• Conduct portfolio risk assessments and provide insights.
• Maintain accurate client files and direct support team.

Skills

Sales experience

Client meetings

FINRA 65/66

Life & Health licenses

Communication skills

Time management

Job description

Legacy Wealth Management Inc. in Manassas, VA is seeking an experienced advisor to independently take warm, firm-generated leads from first meeting to close while servicing existing clients.

The role emphasizes sales meetings, trust-building, and converting opportunities into long-term relationships. Ideal candidates have a track record of closing new business, strong client-facing skills, and a commitment to career growth within Legacy Wealth Management.