Legacy Planning Associate (Remote) - Bowie, MD
Part-time
Traction Forge Financial
Remote
- Remote job
At Legacy Wealth Financial (powered by GFI) , we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps.
We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required—we provide the blueprint, the mentorship, and the platform; you provide the work ethic.
Why Choose This Path?
- Earn While You Learn: Transition into a high-demand industry with a structured training program.
- Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream.
- Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership.
- Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection.
What You'll Do
- Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why."
- Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions.
- Professional Development: Attend structured training sessions to master financial concepts and client relationship management.
Qualifications
- Ethical Standards: Must be able to pass a standard soft background check.
- Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN.
- Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance).
- Communication: You should enjoy talking to people and have a "service-first" attitude.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Legacy Planning Associate (Remote) - Bowie, MD in Remote vacancy
- American Bible Society is seeking a Planned Giving Advisor to cultivate and manage donor relationships... ...gifts. You will design personalized legacy strategies, engage with donors and their... ...and long‑term revenue goals from a remote US base. The role reports to the National...Remote job
- ...Our Mission at Legacy Wealth Financial At Legacy Wealth Financial (powered by GFI) , we operate under the core belief that financial... ...is educating families on essential topics like retirement planning, college funding, and wealth protection. Your Responsibilities...Remote workPart time
Traction Forge Financial
United States5 days ago $122k - $156k
...addressing human health risks associated with environmental,... ...Engage with clients through remote and in‑person interactions, demonstrating... ...and have an opportunity to plan for future success and career... ...Exponent page. Job Locations US-MD-Bowie, US-VA-Alexandria, US-...Remote work- ...Diagnostic Radiologist Locum Tenens Opportunity Remote overnight general radiology role... ...EST Setting: Remote coverage at all MBB Legacy Sites Procedures: X-ray, CT, US, MRI... ...interpretation and support Requirements MD degree Active or eligible for Florida...Remote workWeekly payFull timeContract workLocumImmediate startFlexible hoursShift workNight shift
Rhino Medical
Jacksonville, FL1 day ago - ...Description: Retirement Plan Administration Consultant Columbia, MD • 401(k) and Pension... ...independence. At Blue Ridge Associates, we don’t just... ...their people. Whether remote or based in one of our seven... ...retirement, and leave a legacy. We live by our...Remote workWork at office
Transition Finance Strategies LLC
Columbia, MD9 days ago $60k - $70k
...Retirement Plan Consultant At Corebridge Financial, we believe action is everything. That's why every day we partner with financial... ...Work Location ~ This position is currently designated as remote. Estimated Travel ~ May include up to 25% travel. Compensation...Remote workHourly payLocal areaImmediate start$60k - $90k
...future. At Blue Ridge Associates, the work we do has a... ...to build wealth, plan for the future, and take... ...matters. Whether working remotely or from one of our offices... ..., VA; Columbia, MD; Columbus, OH; Monrovia... ...retirement, and leave a legacy. We live by our values...Remote workWork experience placementWork at officeTransition Finance Strategies LLC
Charlottesville, VA5 days ago- ...educational outcomes. The role focuses on growth and retention, partnerships with regional leadership, and support for state education agencies in special education, strategic planning, data management, and teaching #J-18808-Ljbffr LE10 Public Consulting Group LLC (Education)Remote jobLocal area
$70k - $110k
...Physical Therapist – Bowie, MD *Sign-on bonus eligible for those that qualify* FOX Rehabilitation is growing in Bowie, MD and we... ...Living, Memory Care) Perform evaluations, develop individualized plans of care, and deliver evidence-based treatment Deliver...Bi-weekly payFull timePart timeReliefH1bWork from homeVisa sponsorshipRelocation packageFlexible hours$111.2k - $166.9k
...model (i.e., a combination of office and remote working) and robust benefits package.Your... ...Your Capabilities and CredentialsAbility to plan, direct, and monitor all aspects of large,... ...#StayInquisitive#INDESPay Range:• Locations in CO, HI, IL, MD & Various CA, NJ Areas-$111,200.00 - $166,...Remote workFull timeTemporary workPart timeCasual workWork at officeLocal areaWorldwideFlexible hours$104.6k - $137.24k
...Planner owns and evolves the finite capacity planning strategy across assigned and adjacent... ...compensation.For roles that are designated as remote-eligible, employees cannot be located in:... ...AK, AR, DE, GA, HI, IL, IA, KY, LA, ME, MD, MS, MO, NE, NV, NJ, NM, ND, OK, PA, RI,...Remote workFull timeLive inWork at officeLocal areaFlexible hoursShift workDay shift$70k - $110k
Physical Therapist - Bowie, MD *Sign-on bonus eligible for those that qualify* FOX Rehabilitation is growing in Bowie, MD and we’re looking... ..., Memory Care) Perform evaluations, develop individualized plans of care, and deliver evidence‑based treatment Deliver therapy sessions...Full timePart timeReliefPrivate practiceH1bWork from homeVisa sponsorshipRelocation packageFlexible hours$100 - $135 per hour
...technology company is seeking a part-time contractor to provide telemedicine services focused on obesity treatment in Bowie, Maryland. Candidates must hold a current MD or DO license and have experience with telehealth. You will manage a patient panel, collaborate with clinical...Remote jobHourly payFull timePart timeFor contractors- ...Wealth Planning Associate Boston, Massachusetts, United States About the Job Wealth Planning Associate Wealth Planning Associate (Remote Options) National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team...Remote work
SDL Search Partners
United States5 days ago - ...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team, delivering personalized wealth advice aligned with client... ...planning. The role offers a hybrid schedule with 3 days in office and up to 2 remote days per week. #J-18808-Ljbffr...Remote workWork at office2 days per week
Focus Financial Partners Inc.
Bellevue, WA5 days ago - ...Focus Partners is seeking an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice aligned with client goals.... ...work schedule with 3 days in office per week and up to 2 remote days, or as assigned by the team leader. Travel may be...Remote workWork at office3 days per week
LE0123 Focus Partners Wealth LLC
Santa Monica, CA4 days ago - ...are seeking a Board-Certified Psychiatrist (MD) to join our growing team and provide... ...platforms. Develop individualized treatment plans in collaboration with therapists and... ...virtual setting. Comfortable working in a remote, tech-driven environment. Why Join Us?...Remote workPart timeWork from homeFlexible hours
Consciousabraxas
Lake Clarke Shores, FL3 days ago - ...an experienced Admissions Consultant to assist students with their applications and interview preparations. Candidates must hold an MD or DO degree or be medical students in advanced years. This role offers flexible working hours, the comfort of working from home, and...Remote jobWork from homeFlexible hours
$140k - $160k
...PlanningOpportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning... ...of 4 days weekly in the office. Non-remote employees must be willing to work this... ...; Remote-ME; Remote - Costa Rica; Remote-MD; Remote-MA; Remote-LA; Remote-KY Central;...Remote workFull timeFor contractorsWork at office$85.8k - $143k
...with colleagues, clients, and key stakeholdersExperience conducting remote and in-person workshops; strong familiarity with supporting tools... ...AmericaSummaryLocation: Buffalo, NY; Washington, DC; Baltimore, MD; Burlington, VT; Boston, MA; Wilmington, DE; New York, NY;...Remote workFull timeWork at office$86.8k - $198k
...thought leaders in analyzing, designing and planning mission operations on projects for a high... ...to have their cameras on during meetings.Remote: If this position is listed as remote,... ...or international law.SummaryLocation: Camp Springs, MD; Oxon Hill, MDType: Full timeRemote workFull timeContract workPart timeWork at officeLocal areaFlexible hours- ...-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states... ...back decades, with nearly 30 outstanding legacy firms now joined together to deliver... ...directly through our website.SummaryLocation: Dresher, PA; Remote, PennsylvaniaType: Full timeRemote workFull timeSecond jobLocal area
- Legion Health is seeking exceptional psychiatrists (MD or DO) across the United States for telehealth care with strong clinical autonomy. Full-time and part-time roles available, offering a supportive psychiatric community and credentialing assistance. Benefits include...Remote jobFull timePart timeWork from homeFlexible hours
$148.6k - $222.8k
...As a subsidiary of Sony Group Corporation, we’re part of a proud legacy of innovation and excellence. SIE is a dynamic technology... ...Strategist, QuantitativeSan Mateo or San Diego, CA (hybrid) US Remote (considered) Role overview:As a member of the Fraud Strategy team...Remote work$200k - $260k
...clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated... ...arrangement (proportion of on-site and remote work) will be discussed at the time of your... ...with CIBC Private Wealth.Estate & Legacy Planning: Develop strategies for wealth transfer...Remote workFull time$130 per hour
...Psychiatrist (MD) Chinle, Arizona Psychiatrist with interest in APN supervision at 300/APN About BlueSky: We are a clinician-led, patient-centered, collaborative behavioral health company of mental health professionals committed to improving access to very...Remote workHourly payFull timeTemporary workWork from homeBlueSky Telepsych, LLC
United States5 days ago$112.2k - $202.6k
...empower employees with curated development plans that foster growth and promote rewarding,... ...Qualifications: Advanced degree such as MBA, MHA, MD, JD, or PhD.Experience in the healthcare... ...(Hybrid) role: 3 days in office; 2 days remote.Please note: Candidates who require...Remote workFull timeH1bWork at officeVisa sponsorshipFlexible hours- ...Park, Illinois Diagnostic Radiologist Locum Tenens Opportunity Remote Diagnostic Imaging Coverage • Body, Neuro, and Breast Interpretation... ...Illinois medical license Board Certified in Radiology MD degree Preferred Qualifications ~ Experience interpreting body...Remote workWeekly payFull timeContract workLocumImmediate start
Rhino Medical
Tinley Park, IL1 day ago $140k - $190k
...s Environmental team delivers integrated planning, permitting, and compliance solutions that... ....Featured Benefits:Hybrid (in-person and remote) work environment.Comprehensive benefits... ...experience, together we’re building a lasting legacy for future generations: stronger...Remote workFull timeFor subcontractor- ...Manufacturing and Technology markets. Our services span from initial planning and investment, through start-up and operations. Job Summary... ...time to recharge, Bechtel has the benefits to build a legacy of sustainable growth. Diverse Teams Build the Extraordinary...Remote workContract workPart timeWork experience placementFor subcontractorHome office
Bechtel Corporation
United States4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Legacy Planning Associate (Remote) - Bowie, MD. Be the first to apply!
