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Legacy Financial Jobs (NOW HIRING)

LFG11 LLC

Financial Consultant

Garden City, NY · On-site

$50K - $200K/yr

Legacy Financial is hiring Financial Consultants to join our powerhouse sales team and dominate this recession-proof industry. Why Legacy? We're not your average financial firm. We're a high-energy ...

LFG11 LLC

Financial Consultant

Garden City, NY · On-site

$50K - $200K/yr

Legacy Financial is hiring Financial Consultants to join our powerhouse sales team and dominate this recession-proof industry. Why Legacy? We're not your average financial firm. We're a high-energy ...

Family Legacy Financial Solutions

Be Seen First

Director of Operations and Member Experience

Cary, NC · On-site

$65K - $85K/yr

ABOUT FAMILY LEGACY AND THE ROLE Family Legacy Financial Solutions is an independent, family-owned Registered Investment Advisor headquartered in Cary, North Carolina. We provide comprehensive ...

TIAA

Financial Consultant

Hackensack, NJ

$75K - $100K/yr

But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission ...

TIAA

Financial Consultant

Princeton, NJ

$75K - $100K/yr

But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission ...

TIAA

Financial Consultant

Coralville, IA

$75K - $100K/yr

But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission ...

TIAA

Financial Consultant

New York, NY

But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission ...

TIAA

Financial Consultant

Syracuse, NY · On-site

$75K - $100K/yr

But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission ...

TIAA

Financial Consultant

Richmond, VA

$75K - $100K/yr

But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission ...

TIAA

Financial Consultant

Charlottesville, VA · On-site

$75K - $100K/yr

But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission ...

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How much do legacy financial jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for legacy financial in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What is the difference between Legacy Financial vs Financial Advisor?

AspectLegacy FinancialFinancial Advisor
CertificationsSeries 7, Series 66, CFP (optional)Series 7, Series 66, CFP (commonly required)
Work EnvironmentFinancial firms, banks, investment companiesIndependent or firm-based, client-facing
Industry UsageFinancial services, wealth managementFinancial planning, investment advice

Legacy Financial professionals and Financial Advisors often share similar certifications and work in financial services. However, Financial Advisors typically focus directly on client financial planning and investment advice, while Legacy Financial may emphasize estate planning or legacy strategies. Both roles are integral to wealth management but differ slightly in scope and client interaction.

What is a Legacy Financial Advisor?

A Legacy Financial Advisor is a financial professional who specializes in helping clients plan for the transfer of wealth and assets across generations. They provide advice on estate planning, inheritance, trusts, and strategies for minimizing taxes and ensuring that clients' financial goals are met for future generations. Legacy Financial Advisors work closely with individuals and families to develop personalized plans that reflect their values and long-term objectives.

What are some common challenges faced by professionals working in legacy financial systems, and how can they be addressed?

Professionals working with legacy financial systems often encounter challenges such as outdated technology, limited integration capabilities, and maintaining compliance with evolving regulations. These systems can require specialized knowledge to troubleshoot and update, making collaboration with IT and business teams essential. To address these challenges, many organizations invest in ongoing training, robust documentation, and phased modernization strategies that balance risk with operational continuity. Proactively seeking opportunities to learn about new technologies and regulatory changes can also help professionals stay ahead in this dynamic environment.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Legacy Financial, and why are they important?

To thrive as a Financial Advisor at Legacy Financial, you generally need a strong background in finance, investment strategies, and personal financial planning, often supported by a relevant degree and certifications like the CFP (Certified Financial Planner). Proficiency with financial planning software, CRM platforms, and portfolio management tools is critical. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help advisors build lasting client relationships. These skills and qualities are essential for delivering tailored financial solutions and fostering client trust in a competitive industry.
More about Legacy Financial jobs
What states have the most Legacy Financial jobs? States with the most job openings for Legacy Financial jobs include:
What job categories do people searching Legacy Financial jobs look for? The top searched job categories for Legacy Financial jobs are:
Legacy Financial jobs near you
Infographic showing various Legacy Financial job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $48,576 per year, or $23.4 per hour.

Financial Consultant

LFG11 LLC

Garden City, NY • On-site

$50K - $200K/yr

Full-time

Posted 26 days ago

Job description

Sales Rockstars Wanted! – In-Office Financial Consultant (Garden City, NY)

Location: Garden City, NY (Nassau County) – This is an in-office role, not remote
Schedule: Mon–Thu 10am–7pm | Fri 10am–6pm
If you’re a closer, a hustler, and a people person who loves turning conversations into commissions — this is your shot. Legacy Financial is hiring Financial Consultants to join our powerhouse sales team and dominate this recession-proof industry.
Why Legacy?
We’re not your average financial firm. We’re a high-energy, high-reward team where ambition meets opportunity. You’ll work with warm, pre-qualified leads — no cold calls, no prospecting. \

What You’ll Get:

  • Base salary starting at $50K + uncapped commission

  • $100K+ OTE your first year (top reps earn $200K–$300K)

  • Draw + Commission options for tenured pros

  • Bonus opportunities that actually mean something

  • A culture that celebrates your wins like championships

Your Mission:

  • Connect with warm leads who already want to talk to us

  • Understand their financial needs & present tailored solutions

  • Hit your daily numbers, crush monthly goals, and keep raising the bar

What It Takes:

  • 1–2 years of successful sales experience or a Bachelor’s degree

  • Strong CRM skills & the ability to multitask like a pro

  • Hunger, grit, and a never-say-die attitude

  • Local to Nassau County, Western Suffolk, Queens, or Brooklyn (must commute daily)

If you’ve got the drive to win and the skills to back it up, we’ve got the leads, the training, and the compensation to make you unstoppable.
Apply now. Seats are limited, earnings are unlimited.