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Legacy Advisor (Service Advisor) jobs in United States
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Legacy Wealth Management Inc. · 1 day ago

Legacy Advisor (Service Advisor)

positionManassas, VA
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$125K/yr - $150K/yr
date1+ years exp
Legacy Wealth Management is a Registered Investment Adviser firm committed to delivering exceptional financial guidance. They are seeking a motivated, licensed Legacy Advisor to conduct independent review meetings with clients, build relationships, and contribute to client success under the guidance of an experienced Lead Advisor.
Financial Services

Responsibilities

Conduct review meetings of client accounts, discuss progress, and address needs
Maintain detailed, organized client files and handle daily client communications with excellence
Perform financial analyses, assist in developing personalized financial plans, and provide investment recommendations under Lead Advisor supervision
Deepen existing client relationships and support new clients transitioning to the firm
Conduct portfolio risk assessments and offer research-based insights to enhance client portfolios
Implement service strategies to boost client satisfaction, loyalty, and retention
Collaborate with the Lead Advisor to meet individual and team objectives

Qualification

Series 6665 licenseCFP certificationMicrosoft Office SuiteClient relationship managementOrganizational skillsVerbal communicationWritten communicationSelf-motivated

Required

Active Series 66 or Series 65 license (no exceptions)
Previous experience processing confidential, detailed paperwork (required)
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
Strong organizational skills, meticulous attention to detail, and process-driven mindset
Excellent verbal and written communication skills
Self-motivated with initiative and a client-first orientation
Ability to develop and maintain strong client relationships

Preferred

Active Virginia Life and Health Insurance License (or willingness to obtain)
CFP® certification (qualifies for higher base salary)
1-5 years of relevant experience in financial services, client service, or advisory support (entry-level considered with required licensing)

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Company

Legacy Wealth Management Inc.

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Legacy Wealth Management Inc. is a full service, retirement planning company serving Manassas, VA and surrounding communities. Legacy Associates Inc.
dateFounded in 2004
location
Manassas, VA, US
people-size2-10 employees
web-link
http://lwealthmanagement.com/

Funding

Current Stage
Early Stage

Leadership Team

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Jay Sharifi
Founder
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Company data provided by crunchbase