Wealth Advisor: Lead-Generated Meetings, Close & Service

CFP Board of Standards Inc.; Manassas (VA); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Licensing & professional development

Comprehensive benefits

PTO & sick time

Job summary

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.

Qualifications

• 3+ years of experience in wealth management or broker-dealer sales.
• Independent, proven ability to run and close sales meetings with new prospects.
• Active licensure: FINRA Series 65 or 66; CFP preferred; other licenses a plus.

Responsibilities

• Meet independently with warm, firm-provided leads through full sales cycle to close.
• Service and maintain relationships with a portion of the client base.
• Conduct portfolio risk assessments and provide research-based insights.

Skills

Client meetings

Closing deals

Relationship management

Sales strategy

Effective communication

Education

FINRA Series 65/66 license

CFP designation

VA Life & Annuities license

Health insurance license

Job description

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.