Job Description

At Legacy Wealth Financial , we operate with a singular purpose: ensuring that financial clarity is a right for every family, not a luxury for the few. As an education-first firm, we have established professional relationships with Fortune 500 institutions to provide families with comprehensive, complimentary financial roadmaps that help them secure a predictable future.

We are currently expanding our 2026 training cohort and are seeking ambitious, people-oriented professionals to join our remote team. No prior experience in finance is required to apply—we provide the complete blueprint, dedicated mentorship, and the professional platform; you simply provide the work ethic and the drive to succeed.

The Advantages of This Role

• Earn While You Learn: We offer a structured training program designed to help you transition into a high-demand industry without a gap in your income.
• Complete Schedule Flexibility: You have the power to design a schedule that aligns with your life. This is a perfect fit whether you are looking for a total career change or a strategic part-time income stream.
• Accelerated Leadership Track: We are committed to internal growth. This role is specifically designed to evolve into management and agency leadership positions for those who show initiative.
• Work with Purpose: This is not a "sales" role; your primary objective is educating families on essential topics like retirement planning, college funding, and wealth protection.

Your Responsibilities

• Consultation & Education: You will be trained to conduct financial discovery sessions with individuals and business owners to help them identify and understand their financial "why."
• Strategic Financial Planning: You will build customized financial roadmaps using our robust suite of insurance solutions and wealth accumulation tools.
• Professional Growth: You will participate in structured development sessions to master both financial concepts and the art of client relationship management.

Candidate Qualifications

• Integrity First: All candidates must be able to pass a standard soft background check to meet our ethical and regulatory standards.
• Legal Requirements: You must be 18 years of age or older and be a Legal U.S. Resident, Citizen, or hold a valid Work Permit with a Social Security Number.
• Growth Mindset: You must have the ability and willingness to complete state licensing requirements within 14 days (full guidance and study support are provided by our team).
• Interpersonal Skills: You should genuinely enjoy engaging with people and possess a "service-first" communication style.

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