Junior Financial Advisor

Who We Are Legacy Financial & Insurance Services LLC is a financial planning and investment advisory firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients. As we continue to grow, we are seeking a motivated and detail‑oriented Junior Financial Advisor to join our team. As a Junior Financial Advisor, you will work closely with the firm’s existing clients to conduct reviews, identify additional opportunities and strengthen client relationships. This role is ideal for someone with a genuine passion for financial advising, a client‑first mindset, and an entrepreneurial drive to grow within a dynamic firm. Why Join Us? You will be working with an already established book of business Firm‑funded marketing budget and top‑notch administrative support We are a growing firm looking to have someone grow in success with us Supportive and collaborative environment with extensive mentorship and growth opportunities Competitive base salary plus a lucrative variable compensation model Potential for career growth within the firm FREE access to a $24,000 training program What’s In It For You Salary: $60,000 - $80,000 (depending on experience) + commission/fee structure PTO + Paid Holidays 401(k) Group Life Insurance Group Medical Insurance Vision Insurance Long‑Term Disability Short‑Term Disability Paid Training Continuing Education What You Will Be Doing Hold client and prospective client meetings to provide support and ensure follow‑up on action items Conduct client reviews to uncover additional opportunities Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections Communicate with prospects and clients via multiple channels to build and maintain strong relationships Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives Support firm growth by engaging in client acquisition and company‑sponsored marketing initiatives Support marketing and business development initiatives, including vendor research Stay current on industry trends, financial products, and regulatory requirements Provide support to existing clients by answering inquiries and performing account service requests What You Will Bring Life & Health Insurance licensure (Required) Active Series 65 or equivalent (Preferred and must obtain within 12‑24 months after start date) Clear and professional communication (verbal and written) (Required) Strong organizational skills and attention to detail (Required) High level of professionalism and a commitment to client service and satisfaction (Required) Exceptional ability to connect and engage with existing and prospective clients (Required) Ability to thrive in a collaborative, team‑focused environment (Required) Bachelor's or associate’s degree in Finance or related field (Required) Experience in financial planning or investment advisory services (Preferred) Check Us Out! Website: Job Type Full‑time Benefits 401(k) Health insurance Life insurance Paid time off Paid training Vision insurance Application Question(s) Are you willing to complete a background check? Education High school or equivalent (Required) License/Certification Series 65 (Preferred) Life and Health Insurance License (Preferred) Ability to Commute Rancho Cucamonga, CA 91729 (Required) Work Location In person Legacy Financial and Insurance Services, LLC #J-18808-Ljbffr