Wealth Advisor – Warm Leads Provided

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.? If you're an experienced financial advisor who loves client meetings but doesn't want to spend your days cold calling, networking for leads, or building a book from scratch, this role is designed for you. Legacy Wealth Management invests in marketing and provides qualified opportunities. You'll independently lead prospect meetings, convert new business, and develop long-term relationships with an existing client base.

Why Join

Legacy Wealth Management Inc.? If you're an experienced financial advisor who loves client meetings but doesn't want to spend your days cold calling, networking for leads, or building a book from scratch, this role is designed for you. Legacy Wealth Management invests in marketing and provides qualified opportunities. You'll independently lead prospect meetings, convert new business, and develop long-term relationships with an existing client base. 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. Dedicated client transfer and paraplanning support allows advisors to remain focused on client meetings, recommendations, and relationship management.

This is a strong fit for an advisor who is comfortable independently leading client meetings, has demonstrated success closing new business, and wants to focus on advising and relationship-building rather than prospecting.

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+ 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.
• Required: FINRA Series 65 or 66 license (active licensure required).
• Preferred: CFP and VA Life & Annuities and Health licenses (active licensure).
• 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: $125,000 base salary; $150,000 for candidates with an active CFP designation.
  • Target total compensation $160K-$225K+ from production-based incentive compensation tied to new assets and business closed, with firm-generated leads and no cold prospecting required.
• Licensing & professional development support, including assistance with required insurance licensing and CFP certification for eligible candidates.
• Comprehensive benefits package.
• PTO & sick time.