Wealth Advisor: Lead-Generated Meetings & Client Growth
legacy wealth managementManassas, VA
Wealth Advisor: Lead-Generated Meetings & Client Growth
legacy wealth managementManassas, VA
yesterday
Occupations
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
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.
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JOB OVERVIEW
Experience level
Senior
Location
Manassas, VA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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