Wealth Advisor: Lead-Generated Meetings & Client Growth

Legacy Wealth Management Inc.; Manassas (VA); On-site; USD 125,000 - 225,000; Full time

Job summary

Legacy Wealth Management Inc. in Manassas, VA is seeking an experienced financial advisor who thrives on client meetings and long-term relationships. This role provides firm-generated leads and marketing support, letting you focus on meetings, tailored recommendations, and converting opportunities into lasting client assets.

You will manage the full sales cycle with an existing client base, supported by paraplanning, focusing on advising and relationship-building rather than prospecting.

Qualifications

• 3+ years of experience in wealth management, including client sales meetings and new business development.
• Ability to independently run and close sales meetings with new prospects.
• Active FINRA Series 65 or 66 license is required.
• CFP designation and VA Life & Annuities and Health licenses preferred.

Responsibilities

• Meet independently with warm, firm-provided leads and guide them through the full sales process to close new business.
• Service and maintain relationships with an assigned portion of the firm's existing client base.
• Conduct portfolio risk assessments and offer research-based insights.
• Maintain accurate and detailed client files.
• Direct and instruct support team on client follow up items.

Skills

Consultative sales

Closing skills

Organization

Communication

Time management

Problem solving

Reliability

Education

FINRA Series 65 or 66 license

CFP (preferred)

VA Life & Annuities license (preferred)

VA Health license (preferred)

Job description

Legacy Wealth Management Inc. in Manassas, VA is seeking an experienced financial advisor who thrives on client meetings and long-term relationships. This role provides firm-generated leads and marketing support, letting you focus on meetings, tailored recommendations, and converting opportunities into lasting client assets.

You will manage the full sales cycle with an existing client base, supported by paraplanning, focusing on advising and relationship-building rather than prospecting.