Wealth Advisor – New Client Acquisition & Book Servicing

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

About Legacy Wealth Management Inc

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. We do this through comprehensive investment strategies and a commitment to passionate client service.

About Legacy Wealth Management Inc

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. We do this through comprehensive investment strategies and a commitment to passionate client service.

About The Role

Legacy Wealth Management is looking for an experienced advisor to independently take warm, firm-generated leads through the full sales process, from first meeting to close, while also servicing a portion of our existing client base. The firm invests in marketing and lead generation, so you're not prospecting: you're running meetings, building trust quickly, and converting qualified opportunities into long-term client relationships.

This is a strong fit for a seasoned advisor who is excellent in the room with a client, has a track record of closing new business, and wants to focus on sales meetings and client relationships without the burden of building their own pipeline from scratch.

Note: All client relationships and accounts are owned by the firm. This is a career-track advisor role within Legacy Wealth Management. No portable book or independent-practice arrangements.

Minimum Requirements

• 3-4 years of experience in the wealth management industry, including a couple of years specifically in client sales meetings (new business development and servicing).
• Demonstrated ability to independently run and close sales meetings with new prospects.
• FINRA Series 65 or 66 license (active licensure required).
• VA Life & Annuities and Health licenses (active licensure preferred).
• Strong desire to continue developing financial planning expertise and long-term career growth.

Skills & Attributes

• Confident, consultative sales approach with strong closing ability.
• Exceptional organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to prioritize tasks and manage time effectively across new business and existing client responsibilities.
• 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.

Key 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 to enhance client portfolios.
• Maintain accurate and detailed client files.
• Direct and instruct support team members on client follow-up items.

Legacy Wealth Management Core Values

• Say what you'll do and do what you'll say.
• Live with a clear conscience.
• Growth — rooted in humility.

Compensation & Benefits

• Base salary: $110,000 ($145,000 for candidates holding an active CFP designation).
• Production-based bonus on new assets/business closed (no cold prospecting) leads and marketing are provided.
• Comprehensive benefits package.
• PTO & sick time.