Legacy Wealth Associates serves locations across the US. We help individuals and businesses with investing, retirement planning, 401k, IRAs, stocks, bonds, mutual funds, life insurance, college funding for kids—you name it, we can help. We also provide strategies to help businesses and individuals reduce taxes, making timing in our industry crucial as money moves constantly, with nearly $3 trillion shifting annually .
Why this industry? People are reclaiming control over their pensions, property, and investments. Millennials and Gen Z are increasingly seeking financial education. Our mission is to provide them with better financial options and education to empower their future . Our motto is simple: “Leave no families behind.”
As a Work From Home Financial Services Professional , you’ll work directly with leaders to assist clients and expand our firm’s client base. This is not a telemarketing role —the focus is on business development . Your responsibilities will include booking client meetings, developing client relationships, managing operational tasks, conducting follow-ups, and ensuring exceptional service .
Support the onboarding process for new clients and manage existing accounts.
Guide clients in consolidating accounts while maintaining confidentiality.
Collect necessary documents/statements to facilitate financial transfers.
Track the transfer process to ensure accuracy and efficiency .
Collaborate with the operations team to facilitate smooth account transitions .
Build and maintain strong client relationships while identifying new opportunities.
Business development and account management experience is a plus .
Willing to obtain or already have a financial license (We provide training).
Passion for client services and creating meaningful relationships.
Strong background in customer service, sales, or marketing is preferred.
Self-starter with an entrepreneurial mindset .
Excellent follow-through and attention to detail in client interactions.
Ability to adapt communication style based on clients’ needs.
Entry-level candidates with transferable skills are encouraged to apply!
Must be at least 18 years old .
Flexible Schedule: Work part-time or full-time with complete autonomy.
100% Remote Work: Work from anywhere in the U.S.
Uncapped Earning Potential: Commission-based structure with high-income potential .
Comprehensive Training: Full support to obtain industry licensing and master financial strategies .
Career Growth: Advancement, equity, stock options, and leadership roles available.
Supportive Team Culture: Work alongside mentors and top industry professionals .
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