Wealth Advisor: Lead-Generated Meetings & Client Growth

L5

legacy wealth managementManassas, VAyesterday
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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Level

SeniorL5

Location

Manassas, VA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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