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Legacy Financial Services information

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$25K

$65.2K

$132K

How much do legacy financial services jobs pay per year?

As of Jun 13, 2026, the average yearly pay for legacy financial services in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What are the typical daily responsibilities for professionals in Legacy Financial Services?

Professionals in Legacy Financial Services typically spend their days meeting with clients to discuss estate planning, wealth transfer, and investment strategies. They prepare detailed financial plans, analyze asset allocations, and coordinate with legal and tax professionals to create tailored solutions for clients' long-term goals. Regular responsibilities also include monitoring client portfolios, staying updated on changes in laws and regulations, and maintaining thorough documentation. This role often requires both independent work and close collaboration with a team to ensure comprehensive client service.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, specialized expertise, or working in high-net-worth markets. Achieving this level often requires years of experience, strong sales skills, and relevant certifications like the CFP or CFA.

What is a Legacy Financial Services job?

A Legacy Financial Services job typically involves managing financial products, investments, and estate planning with a focus on helping clients preserve and transfer wealth across generations. Professionals in this field may work in banking, insurance, or financial advisory roles, assisting individuals and families in securing their financial future. Responsibilities often include portfolio management, retirement planning, and risk assessment.

Is Legacy Financial a legit company?

Legacy Financial Services is a financial company that offers services such as investment management and financial planning. When applying for jobs there, verify the company's credentials through official sources and review employee feedback on reputable sites to ensure legitimacy.

What does Legacy Financial Group do?

Legacy Financial Services is a company that provides financial planning, investment management, and advisory services to clients. Employees in this field typically analyze financial data, develop strategies, and use tools like financial software to help clients achieve their financial goals.

What is the highest paying job in financial services?

In financial services, chief executive officers (CEOs) and chief financial officers (CFOs) typically earn the highest salaries, often exceeding several million dollars annually, especially in large firms. These roles require extensive experience, leadership skills, and often advanced certifications like CFA or CPA, along with strategic decision-making responsibilities.

What are the key skills and qualifications needed to thrive in the Legacy Financial Services position, and why are they important?

To thrive in Legacy Financial Services, you need a solid understanding of estate planning, investment management, and financial advisory, usually supported by a degree in finance or a related field and relevant certifications such as CFP or ChFC. Familiarity with financial planning software, CRM platforms, and regulatory compliance tools is highly beneficial. Excellent interpersonal communication, attention to detail, and ethical judgment are crucial soft skills that set top performers apart. These skills are essential for building trust with clients, ensuring accuracy in sensitive transactions, and effectively managing complex financial portfolios.

More about Legacy Financial Services jobs
What cities are hiring for Legacy Financial Services jobs? Cities with the most Legacy Financial Services job openings:
What states have the most Legacy Financial Services jobs? States with the most job openings for Legacy Financial Services jobs include:
What job categories do people searching Legacy Financial Services jobs look for? The top searched job categories for Legacy Financial Services jobs are:
Legacy Financial Services jobs near you
Infographic showing various Legacy Financial Services job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Financial Advisor Associate (TRAINING & LICENSING PROVIDED)

Wisepath Group

Bernardsville, NJ • On-site, Remote

Full-time

Medical, Life, Retirement

Posted 3 days ago

Job description

Financial Advisor Associate
Training, Mentorship & Licensing Support Provided
Remote / Hybrid Opportunities Available
Launch a Business. Build a Career. Create a Legacy.
Most people spend their careers building someone else's dream.
At One Legacy Financial Group, we believe ambitious professionals deserve the opportunity to build something of their own while making a meaningful impact in the lives of others.
Backed by the strength and stability of OneAmerica Financial, One Legacy provides mentorship, training, licensing support, marketing resources, and a proven development system designed to help motivated individuals become successful financial professionals.
No prior financial services experience is required.
Why People Choose One Legacy
Many professionals join One Legacy because they are looking for:
• Unlimited income potential
• Professional mentorship from experienced advisors
• A true business-building opportunity
• Structured training and licensing support
• Leadership development opportunities
• Recognition and bonus programs
• Long-term career growth
• A career where effort directly impacts success
Why This Career Is Different
This is not a call-center role.
This is not a transactional sales position.
This is an opportunity to become a trusted professional who helps individuals, families, and business owners make important financial decisions that impact their future.
You'll learn how to build meaningful relationships, create value for clients, develop leadership skills, and establish a professional career with long-term growth potential.
What You'll Learn
Financial Planning & Client Development
  • Financial Planning Fundamentals
  • Client Relationship Management
  • Financial Discovery Conversations
  • Protection & Retirement Planning Concepts
Business Development
  • Networking & Referral Generation
  • Prospecting Systems
  • Community Relationship Building
  • Professional Relationship Development
Professional Growth
  • Leadership Development
  • Team Building Skills
  • Professional Communication
  • Business Management Fundamentals
What You'll Gain
Training & Mentorship
  • Structured Training Program
  • Hands-On Coaching
  • Experienced Advisor Mentorship
  • Ongoing Professional Development
Technology & Resources
  • Marketing Resources
  • Business Development Support
  • CRM & Client Management Tools
  • Industry-Leading Resources
Compensation & Growth
Unlimited Earning Potential
Your success is directly tied to your effort, development, and ability to build meaningful client relationships.
Additional Opportunities
  • Performance-Based Compensation
  • Bonus Opportunities
  • Recognition Programs
  • Leadership Advancement Opportunities
  • Long-Term Career Growth
Who Thrives Here
Many of our most successful advisors come from backgrounds such as:
  • Sales
  • Customer Service
  • Hospitality
  • Athletics
  • Military Service
  • Education
  • Entrepreneurship
  • Banking
  • Insurance

Successful candidates are typically:
  • Coachable
  • Competitive
  • Goal-Oriented
  • Relationship-Focused
  • Self-Motivated
  • Entrepreneurial
  • Community-Minded
  • Passionate About Helping Others
Benefits & Support
Health & Financial Benefits
  • Health Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k)
Professional Support
  • Paid Office Expense Support
  • Marketing Support
  • Training Programs
  • Mentorship Opportunities
Recognition & Rewards
  • Recognition Programs
  • Bonus Opportunities
  • Incentive Opportunities
  • Leadership Development Programs
Career Path
At One Legacy Financial Group, we believe in creating opportunities for long-term growth and leadership.
Financial Advisor Associate
↓
Financial Advisor
↓
Senior Financial Advisor
↓
Managing Partner
↓
Regional Leadership
About One Legacy Financial Group
One Legacy Financial Group is committed to helping individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses.
Ready to Build Your Legacy?
If you're looking for a career that offers professional growth, unlimited potential, mentorship, and the opportunity to make a meaningful impact, we'd love to hear from you.
Apply today and start building your future with One Legacy Financial Group.
We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

Apply