Financial Advisor – Join a Client Focused Team at Legacy Wealth Management

Location: Manassas, VA | Salary: $125,000 + Bonuses | Comprehensive Benefits

At Legacy Wealth Management in Manassas, VA, we empower clients to achieve financial security through personalized advice and innovative strategies. Join our supportive, collaborative team where you’ll work alongside our Lead Advisor, build lasting client relationships, and grow your career in a dynamic environment that prioritizes professional development and work-life balance.

Why Join Us?

Competitive Compensation: Base salary of $125,000/year plus bonuses.
Comprehensive Benefits: 401(k) with matching, health, dental, and vision insurance, plus generous paid time off.
Career Growth: Ongoing training, licensing support (e.g., Virginia Life and Health License), and clear paths to senior roles.
Supportive Culture: Thrive in a modern office with a team dedicated to client success and collaboration.
Prime Location: Work in vibrant Manassas, VA, near Washington, D.C., with affordable living and a strong community.

Responsibilities:

Putting client needs first is deeply rooted in our culture and at the core of everything we do. As a Service Advisor, you will:

Client Interaction: Conduct annual review of client accounts, maintain detailed client files, and manage daily client communications.
Financial Analysis & Planning: Conduct financial analyses, develop financial plans, and provide customized investment recommendations with guidance from the Lead Advisor.
Relationship Management: Deepen client relationships and engage with prospects and clients transitioning from the Lead Advisor.
Investment Recommendations: Perform portfolio risk assessments and offer investment advice based on comprehensive research.
Client Retention: Implement strategies to enhance client satisfaction and loyalty through excellent service.

What We’re Looking For:

Required:

Active Series 65 or 66 license (required for securities sales).
Experience handling confidential, detailed paperwork in a professional setting.
Proficiency with MS Office Suite (Excel, Word, PowerPoint).
Strong organizational skills, attention to detail, and excellent verbal/written communication.
Self-motivated, process-driven, and proactive.

Preferred:

Client-facing experience in an office environment.
Active Virginia Life and Health License (or willingness to obtain—we’ll support you!).
CFP certification or pursuit of it.
Proven success in developing and retaining client relationships in financial services.

Job Details:

Type: Full-time, in-person at our Manassas, VA 20109 office.
Relocation/Commute: Required—enjoy a vibrant community near Washington, D.C.
Diversity & Inclusion: We welcome candidates from all backgrounds who are passionate about making a difference in clients’ financial futures.

Ready to Apply?

If you’re detail-oriented, client-focused, and eager to grow in a rewarding role, we’d love to hear from you! Apply today and start your journey with Legacy Wealth Management.

Legacy Wealth Management Inc.

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